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Paraplanner Sydney

2 weeks ago

Sydney, New South Wales, Australia Hoxton Wealth Full time $80,000 - $120,000 per year

Position: Paraplanner

Location: Sydney

Company Overview:

Hoxton Wealth is a leading financial planning firm based in Sydney, Australia. We provide comprehensive financial advice and solutions to our clients, helping them achieve their financial goals and secure their future. Our team of experienced professionals is dedicated to providing personalized and high-quality services to our clients.

Job Description:

We are currently seeking a highly motivated and skilled Paraplanner to join our team in Sydney. As a Paraplanner, you will play a key role in supporting our financial advisors in the delivery of financial planning services to our clients. You will be responsible for preparing and implementing financial plans, conducting research, and providing technical support to our advisors.

Key Responsibilities:

  • Prepare and implement financial plans for clients, including investment, retirement, and insurance strategies
  • Conduct research and analysis to support financial recommendations and strategies
  • Prepare financial reports and projections for clients
  • Monitor and review client portfolios to ensure they are aligned with their financial goals
  • Provide technical support to financial advisors in the areas of superannuation, taxation, and estate planning
  • Keep up-to-date with industry developments and changes in regulations
  • Collaborate with other team members to ensure the delivery of high-quality services to clients
  • Maintain accurate and up-to-date client records and documentation
  • Build and maintain strong relationships with clients, ensuring their needs and expectations are met
  • Continuously seek opportunities to improve processes and procedures within the paraplanning team

Qualifications and Skills:

  • Minimum of 2 years of experience in a paraplanning role within the financial services industry
  • Australia Financial Planning Qualification
  • Strong knowledge of financial planning principles and strategies
  • Proficient in using financial planning software and tools
  • Excellent analytical and research skills
  • Strong attention to detail and accuracy
  • Excellent communication and interpersonal skills
  • Ability to work independently and as part of a team
  • Proven ability to manage multiple tasks and meet deadlines
  • Professional and ethical approach to work

Why Work for Us:

  • Competitive salary and benefits package
  • Opportunities for career growth and development
  • Supportive and collaborative work environment
  • Work with a team of experienced and knowledgeable professionals
  • Make a positive impact on clients' financial well-being
  • Join a company that values integrity, professionalism, and excellence

If you are a self-motivated and detail-oriented individual with a passion for financial planning, we would love to hear from you. Apply now to join our team at Hoxton Wealth in Sydney.