Financial Planning Support Specialist

4 days ago


Perth, Western Australia beBeeParaplanner Full time $60,000 - $80,000

A high-performing Paraplanner is required to support a successful financial services firm in Perth. The ideal candidate will have experience working closely with Financial Planners to gather fact-find information for researching suitable outcomes.

  1. Liaise with Financial Planners to obtain necessary information
  2. Prepare detailed research and recommendations on a range of financial planning solutions
  3. Compile findings ahead of client meetings
  4. Develop suitability reports based on client objectives
  5. Undertake various project tasks as required

The successful candidate will possess the following skills and qualifications:

  1. Hold or be working towards the Diploma in Regulated Financial Planning
  2. Experience within a financial services environment
  3. Strong understanding of financial products and services
  4. Excellent administrative, research, and report writing skills

This role offers an exciting opportunity to contribute to a dynamic team and develop your skills in a fast-paced environment.



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