Job details

Location: NSW
Reference: Ad-43856
Posted: over 1 year ago

Job description


A Financial Services group who offer services across Tx, Finance, Insurance and Financial Planning, are looking to add a Paraplanner to the team to support their Advisers. Working within a team of experienced Financial Planning experts, our client is confident the successful candidate will flourish within their environment.


Providing quality support to the Senior Advisers by completing the following:

  • Assist Financial Planner in strategy preparation for clients prior to and after client meetings.
  • Formulate product and strategy recommendations for clients prior to and after client meetings.
  • Preparation of Statements of Advice, Records of Advice & Strategy Papers for Financial Planner.
  • Finalise Statements of Advice, Records of Advice & Strategy Papers once reviewed by Financial Planners.
  • Keeping up to date with industry/legislative/compliance/technical changes.
  • Review of existing client portfolios.



As this company are bringing Paraplanning back in house, they have specified the following as paramount for any potential applicants:


  • 2 years minimum experience
  • Solid experience with XPlan
  • Ability to multitask & prioritise workloads and work autonomously
  • Strong & clear communication skills
  • Demonstrable experience in being a valued team player
  • Excellent verbal and written communication skills
  • Strength in building and maintaining client relationships

What to do next:
To apply, just respond to the advert with your latest CV as along with a short reason for your application. Alternatively, contact Gary Stuart on 02 9641 5137 or email your resume to If you have anyone else in your network who would be perfect for the role, get in touch with Gary to discuss a referral bonus.

This job has expired!