Paraplanner

2 weeks ago

Perth, Western Australia Richmond Wealth Pty Ltd Full time $60,000 - $100,000 per year

About the role

Richmond Private Wealth has an excellent opportunity available for a driven Paraplanner to join our team in South Perth, Western Australia. As a Paraplanner, you will play a crucial role in supporting our financial advisers, providing high-quality research and analysis to deliver comprehensive financial plans for our valued clients.

What you'll be doing

  1. Conduct detailed research and analysis to develop tailored financial plans for clients
  2. Prepare comprehensive client reports and statements of advice
  3. Stay up-to-date with changes in legislation, regulations, and industry best practices
  4. Collaborate with the broader financial planning team to ensure a seamless client experience
  5. Provide administrative support to the financial planning team as required

What we're looking for

  1. Relevant tertiary qualifications in finance, accounting, or a related field
  2. At least 2 years of experience as a Paraplanner or in a similar financial planning role
  3. Strong research, analytical, and problem-solving skills
  4. Excellent written and verbal communication skills
  5. A detail-oriented and organised approach to work
  6. A commitment to ongoing professional development and staying up-to-date with industry changes
  7. Eligibility to work in Australia

What we offer

At Richmond Wealth, we are dedicated to creating a supportive and fulfilling work environment for our employees. As a Paraplanner, you will have access to:

  1. Competitive remuneration and performance-based bonuses
  2. Ongoing training and development opportunities
  3. Flexible work arrangements, including the option to work from home
  4. A collaborative and inclusive team culture

About us

Richmond Private Wealth is a highly respected financial planning firm based in South Perth, Western Australia. We are committed to providing our clients with personalised, strategic financial advice to help them achieve their financial goals. Our team of experienced and dedicated professionals is passionate about making a positive difference in the lives of our clients.

If you are excited about this opportunity and believe you have the skills and experience to excel as a Paraplanner at Richmond Private Wealth, we encourage you to apply now.

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