Financial Services Administrative Professional

6 days ago


Perth, Western Australia beBeeparaplanning Full time $60,000 - $85,000
Paraplanner Job Description

The role of a Paraplanner involves providing high-level administrative support to Financial Planners, utilizing expertise in financial services and strong research and report writing skills.

Key Responsibilities:
  • Collaborate closely with Financial Planners to gather detailed information for researching suitable outcomes
  • Prepare comprehensive research and recommendations across a range of financial planning solutions
  • Compile findings ahead of client meetings to ensure thorough preparation
  • Develop suitability reports based on tailored client outcomes
  • Undertake ad hoc project work as required
Required Skills & Qualifications:
  • Hold or be working towards the Diploma in Regulated Financial Planning
  • Proven experience within a financial services environment
  • Demonstrate a strong understanding of financial products and services


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