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Senior Paraplanner

Talent – Specialists in tech, transformation & beyond
Sydney, NSW
A$500-$550 p/d
Banking & Financial Services → Financial Planning
Contract
Remote

Posted 25 days ago


Talent International are currently recruiting for an experienced Senior Paraplanner to work for a well-regarded Superannuation firm in Sydney. This position will be a 2-3 month initial contract with the view to extend. This is a part time position (3-4 days per week). This is a fantastic opportunity to join a collaborative team and work on a variety of advice strategies within a leading financial services organisation. The position is paying between $500-550 per day plus superannuation. This is a fantastic opportunity to join a collaborative team and work on a variety of advice strategies within a leading financial services organisation.

Key Responsibilities:

  • Providing support to 16 Financial Advisors
  • Prepare professional and compliant Statements of Advice (SOAs) in collaboration with financial advisers.
  • Conduct research and strategy development across a wide range of financial planning scenarios.
  • Support financial modelling and analysis using industry tools.
  • Ensure advice documents meet all compliance and legislative requirements.
  • Consistently meet quality and productivity targets within agreed timeframes.

Essential Requirements:

  • 3+ years' experience in paraplanning, with exposure to a broad range of advice strategies (superannuation, retirement, investments, insurance, etc.).
  • Previous Superannuation industry experience
  • Proficient in Xplan, particularly WealthSolver and Xtools.
  • A self-starter who thrives working independently and can quickly adapt to new environments and hit the ground running
  • Strong attention to detail with excellent written and verbal communication skills.
  • Previous contracting experience or work across multiple licensees will be highly regarded.
  • Education / Qualifications in Financial Planning would be ideal

Why Join?

  • Flexible, part-time contract suited to experienced professionals.
  • Attractive daily rate and central Sydney location.
  • Supportive team environment with opportunity to work autonomously.
  • Immediate start - make an impact right away.

If you're an experienced Paraplanner looking for your next short-term opportunity, apply now or contact Jessica Abboud on 02 8240 9516 for a confidential discussion.


About Talent – Specialists in tech, transformation & beyond

Melbourne, VIC, Australia

This company does not have any further information provided at this time. We encourage you to research the company by searching for them to learn more about the company or role in question before applying.

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