An exceptional opportunity has arisen for a highly experienced Paraplanner to join one of Melbourne's most sophisticated boutique advisory firms.

Well regarded and respected in the industry in the high end HNW client space, this business is the definition of an elite financial planning business catering to UHNW families.

The opportunity now exists for a strategic paraplanner who possesses advanced analytical and technical skills to produce quality, comprehensive and accurate SOAs as well as be seen as a technical go-to for the advice team.

For the right person, we are looking for:

Advanced paraplanning experience including production of quality complex SOAs and ROAs, cashflow modelling and strategic planning

Experience across Superannuation, Insurance, Investments, Retirement, and more

High levels of initiative, accuracy, organisation and pro-active work ethic

Advanced technology skills and experience in Plutosoft highly desirable.

Office days M-W, work from home T-F

Desire to work closely and collaboratively with high performing advisors on complex advice strategies for ultra HNW clients

Commitment to ongoing excellence and the desire to cement yourself with the business long term

In turn, you will be afforded the opportunity to join one of Melbourne's top boutique advisory firms dedicated to provision of highly strategic and tailored advice to it's loyal clientele. This is an critical role within the business where you will be able to further hone your technical skills and have ongoing career opportunities whilst being rewarded with an attractive remuneration package and flexible work arrangement.

Immediate start preferred but not essential. Candidates will need to meet the above criteria to be considered.

Please send your resume to Kim Eveleigh at [email protected] or call Kim on 0405 990 045.