Highly Skilled Paraplanner Wanted
5 hours ago
We are seeking a highly skilled paraplanner to join our team in Brisbane. The successful candidate will have 3+ years of experience in a paraplanning position dealing with holistic advice, and be proficient in Xplan and Xtools.
Key responsibilities include reviewing advice strategies and completing research, product comparisons and projections for plans, generating Reports of Advice (ROAs) & Statements of Advice (SOAs) for holistic financial advice recommendations, adhering to all compliance requirements, and liaising with advisers and admin support, reviewing advice documents generated by other paraplanners.
The ideal candidate will have completed or be working towards relevant financial planning studies, possess previous experience working with trusts, companies and Self-Managed Super Funds (SMSFs), and have experience working with High Net Worth (HNW) clients. A strong attention to detail and eagerness to learn are essential qualities for this role.
Benefits of this opportunity include a flexible salary package based on experience and qualifications, the chance to work with a well-established business with strong compliance and processes in place, and an excellent team culture.
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Brisbane, Queensland, Australia Profusion Full timeJoin to apply for the Paraplanner - Build Your Career in Private Wealth role at Profusion1 week ago Be among the first 25 applicantsJoin to apply for the Paraplanner - Build Your Career in Private Wealth role at ProfusionDevelop you career in a firm that gives you real exposure and personalised mentorship. This is your opportunity to join a highly respected,...
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Brisbane, Queensland, Australia Profusion Full timeJoin to apply for the Paraplanner - Build Your Career in Private Wealth role at Profusion1 week ago Be among the first 25 applicantsJoin to apply for the Paraplanner - Build Your Career in Private Wealth role at ProfusionDevelop you career in a firm that gives you real exposure and personalised mentorship. This is your opportunity to join a highly respected,...
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Brisbane, Queensland, Australia Profusion Full timeJoin to apply for the Paraplanner - Build Your Career in Private Wealth role at Profusion1 week ago Be among the first 25 applicantsJoin to apply for the Paraplanner - Build Your Career in Private Wealth role at ProfusionDevelop you career in a firm that gives you real exposure and personalised mentorship. This is your opportunity to join a highly respected,...
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Brisbane, Queensland, Australia beBeeParaplanner Full time $80,000 - $100,000We 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 developmentStrong support from...
