Founded in 2001, this well-established business has earned an outstanding reputation in the Sydney market. Known not only for delivering top-tier financial advice but also for fostering an exceptional workplace environment, they are recognized as a leader in employee satisfaction and support. Due to growth we now require a Paraplanner to join the team.

With a team of around 30 professionals, this company offers the perfect balance of structure and flexibility, ensuring that clients receive the best possible advice while empowering staff to excel.

The Role

As a Technical Senior Paraplanner, you will have the opportunity to work with a high-net-worth (HNW) client base, with the average client portfolio valued at $2-5 million in Funds Under Management (FUM) with some well renowned IHNW wholesale clients.

Your key responsibilities will include:

Preparing complex and strategic Statements of Advice (SOAs)

Conducting research, financial modelling, and projections

Providing administrative and technical support to financial advisers

Ensuring compliance standards are maintained throughout the review process

Assisting with other ad-hoc duties as required

The Ideal Candidate as a Senior Paraplanner

We are looking for a paraplanner with a minimum of 2-3 years of experience who possesses:

Strong knowledge of various financial strategies

Proven ability to draft complex SOAs and Records of Advice (ROAs)

Experience with Xplan or similar industry software

Exceptional attention to detail

What’s on Offer as a Paraplanner

In return for your expertise as a Paraplanner, you will receive a salary of $110-130k + Super along with the flexibility to work from home. You will also have access to career progression and opportunities for growth.

To apply for the Paraplanner role, simply click 'Apply Now' or contact James on 0451 831 861 for more information.