Senior Financial Planning Support Specialist

2 weeks ago

Brisbane, Queensland, Australia beBeeParaplanner Full time $80,000 - $100,000

We are seeking an experienced paraplanner to join our team in a dynamic and well-established financial advice business.

The successful candidate will work closely with highly experienced financial advisers and directors to deliver holistic solutions to affluent individuals and families.

  • Excellent opportunity for career growth and development
  • Strong support from senior management and colleagues
  • Opportunity to work with high net worth and ultra-high net worth clients

About the Role:

  • Support a team of financial advisers as a paraplanner
  • Review and develop advice strategies
  • Conduct research, product comparisons, and projections for plans
  • Generate reports and recommendations for holistic financial advice
  • Adhere to all compliance requirements
  • Liaise with senior managers and admin support

Requirements:

  • At least 3 years of experience in a paraplanning position dealing with holistic advice
  • Ideal completion or ongoing study of relevant financial planning qualifications
  • Previous experience working with trusts, companies, and self-managed super funds (SMSFs)
  • Previous experience working with high net worth clients is favourable
  • Xplan and Xtools experience

Benefits:

  • Fully supported role with opportunities for growth and development
  • Opportunity to work with a dynamic and experienced team
  • Competitive salary package

About You:

  • A highly motivated and experienced paraplanner looking for a new challenge
  • Strong communication and interpersonal skills
  • Ability to work independently and as part of a team

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