Description
Paraplanner - Wealth Advisory - Melbourne
Our client who is a continuing success story is seeking a progressive Paraplanner to join the Wealth Advisory team, this role is due to pure growth and newly created!
We're looking for an experienced Paraplanner to join the Financial Planning & Wealth Management team. Working closely with a team of experienced advisors, you'll play a critical role in preparing advice documentation, managing investment administration, and supporting the delivery of a seamless, high-quality client experience.
This is a great opportunity to bring your existing paraplanning experience into a firm known for its professional standards, strong team culture, and dedication to growth for both our clients and our people.
What You'll Do;
Draft Statements of Advice, Records of Advice, Portfolio Reviews, Cashflow Projections and Investment Strategies
Manage onboarding tasks for new clients, including preparation of documentation and liaising with external providers
Prepare performance calculations and support technical analysis
Liaise with banks, platform providers, and fund managers as required
Handle client administration tasks such as off-market transfers, cash movements, and investment paperwork
Support advisors by managing queries and delivering timely responses
Prepare reporting and manage internal data for review meetings
Assist with internal communications, seminar content, and Investment Committee support
Contribute to internal improvement initiatives and attend training to build your expertise
What You'll Bring;
Minimum 2 years' experience in a paraplanning or similar financial services role
Tertiary qualifications in Commerce or Finance (or currently completing)
RG146 Compliance or Graduate Diploma of Financial Planning (or currently completing)
Strong written and verbal communication skills
Excellent attention to detail and ability to multi-task across priorities
Proficiency in Microsoft Office, with exposure to portfolio software platforms
A collaborative mindset with the ability to work both independently and as part of a team
Desire to continually learn and improve in a dynamic, growing firm
Strong interest in investment markets and eagerness to develop knowledge further
Experience using Xplan software (desirable but not essential)
This is truly a fantastic opportunity for a junior Paraplanner to join a professional Wealth Advisory team and watch your career commence to becoming an Advisor! For further information please click the Apply Button!
