Experienced Paraplanner Required

3 days ago


Perth, Western Australia beBeeFinancial Full time $80,000 - $100,000
Paraplanner Opportunity

We are seeking an experienced Paraplanner to join our successful business based in Perth. The ideal candidate will have a strong understanding of financial products and services, excellent administrative, research, and report writing skills.

Key Responsibilities:

  • Liaise closely with Financial Planners to gather fact find information for researching suitable outcomes
  • Prepare complex research and recommendations across a wide range of Financial Planning solutions
  • Prepare findings ahead of client meetings
  • Preparing suitability reports based on suitable client outcomes
  • Ad hoc project work

Required Skills and Qualifications:

  • Attained or working towards the Diploma in Regulated Financial Planning
  • Experience working in a financial services environment
  • Strong understanding of financial products and services
  • Excellent administrative, research, and report writing skills

This is a unique opportunity to work in a dynamic environment and contribute to the success of our business.


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