About the company:

My client is a high net-worth financial planning firm with a focus on their clients and their culture (with a strong focus on professional development). You will work in a very professional, hardworking and fun team. You will have the opportunity to work alongside a team of people who are the best in their field.

We are looking for an experienced Paraplanner due to growth (the team have almost no staff turnover).

About the role:
The Senior Paraplanner plays a pivotal role in ensuring the delivery of high-quality, compliant advice documents and technical solutions to support advisers and enhance client outcomes.

This position involves managing and standardising the paraplanning process, overseeing the delivery of Statement of Advice (SOA) and Record of Advice (ROA) documents, and providing leadership to a growing paraplanning team.

About You:

Minimum of 4 years experience as a paraplanner (3 years may be considered with exceptional skills).

Strong understanding of financial strategies, including trusts, SMSFs, and debt recycling.

Leadership and training capabilities.

Excellent organisational and project management skills.

Proficiency in adopting and utilising new technologies.

Commitment to maintaining professional development.

Please get in touch for a strictly confidential conversation to find out more about the opportunity or other opportunities across Melbourne. A few minutes is all it takes.

Please email Samantha at [email protected] or call on
0415 151 564