Ready to Own Your Impact? We’re Hiring a Paraplanner Who Gets Stuff Done
Tired of financial planning roles where your technical skills go underappreciated? Want to join a team that values your attention to detail and analytical abilities?
We’re looking for a Paraplanner who can bridge the gap between technical excellence and practical client outcomes. If you’re passionate about creating clear, compliant financial advice documents that make a real difference to clients’ lives, this role is perfect for you.
Why This Role Rocks:
- You’ll be the technical backbone supporting our Wealth Coaches
- Your work directly contributes to clients achieving their financial goals
- You’ll have the autonomy to manage your workflows and improve processes
- You’ll expand your financial planning expertise in a supportive environment
What You’ll Do:
- Create top-quality Statements of Advice that translate complex strategies into clear guidance
- Conduct research and develop financial models that inform sound recommendations
- Manage workflows efficiently to ensure Wealth Coaches can deliver timely advice
- Help improve our systems and mentor team members to raise our collective game
We’ll Measure Success By:
- Your ability to produce accurate, compliant SOAs within agreed timeframes
- The quality and clarity of your financial analysis and documentation
- Your contribution to process improvements and team capability
- Client and Wealth Coach satisfaction with your work
You’re Perfect For This If You:
- Have a tertiary qualification in financial planning or similar field
- Possess solid technical knowledge of legislation and industry standards
- Are experienced with Xplan and Google Suite
- Love the details but never lose sight of the big picture
- Take pride in producing work that helps clients achieve financial security
Salary & Perks:
- Competitive salary package based on your experience and skills
- Professional development opportunities to advance your career
- Collaborative work environment with supportive colleagues
- Opportunity to make a real difference in clients’ financial wellbeing
How to Apply:
Submit your resume and a 2 – 3 minute loom video detailing why you are the best fit for this role
