
Senior Paraplanner
Talent – Specialists in tech, transformation & beyond
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
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