Paraplanner - Wealth Advisory

8 hours ago

Melbourne, Victoria, Australia Lead Group Full time $60,000 - $90,000 per year

Paraplanner - Wealth Advisory - MelbourneOur client who is a continuing success story is seeking a progressive Paraplanner to join the Wealth Advisory team, this role is due to pure growth and newly created

We're looking for an experienced Paraplanner to join the Financial Planning & Wealth Management team. Working closely with a team of experienced advisors, you'll play a critical role in preparing advice documentation, managing investment administration, and supporting the delivery of a seamless, high-quality client experience.

This is a great opportunity to bring your existing paraplanning experience into a firm known for its professional standards, strong team culture, and dedication to growth for both our clients and our people.

What You'll Do;

  • Draft Statements of Advice, Records of Advice, Portfolio Reviews, Cashflow Projections and Investment Strategies
  • Manage onboarding tasks for new clients, including preparation of documentation and liaising with external providers
  • Prepare performance calculations and support technical analysis
  • Liaise with banks, platform providers, and fund managers as required
  • Handle client administration tasks such as off-market transfers, cash movements, and investment paperwork
  • Support advisors by managing queries and delivering timely responses
  • Prepare reporting and manage internal data for review meetings
  • Assist with internal communications, seminar content, and Investment Committee support
  • Contribute to internal improvement initiatives and attend training to build your expertise

What You'll Bring;

  • Minimum 2 years' experience in a paraplanning or similar financial services role
  • Tertiary qualifications in Commerce or Finance (or currently completing)
  • RG146 Compliance or Graduate Diploma of Financial Planning (or currently completing)
  • Strong written and verbal communication skills
  • Excellent attention to detail and ability to multi-task across priorities
  • Proficiency in Microsoft Office, with exposure to portfolio software platforms
  • A collaborative mindset with the ability to work both independently and as part of a team
  • Desire to continually learn and improve in a dynamic, growing firm
  • Strong interest in investment markets and eagerness to develop knowledge further
  • Experience using Xplan software (desirable but not essential)

This is truly a fantastic opportunity for a junior Paraplanner to join a professional Wealth Advisory team and watch your career commence to becoming an Advisor For further information please click the Apply Button

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