Senior Paraplanner

2 weeks ago

Sydney, New South Wales, Australia Perks Full time $80,000 - $120,000 per year
  • Full-time, permanent position | Convenient CBD location.
  • Strategic and Investment advice for new and existing clients
  • XPLAN expertise highly valued.

About Perks
Perks is recognised as one of the largest, privately-owned mid-tier accounting and wealth advisory firms in Australia. The Perks Team works towards its vision of helping people and private businesses to grow and prosper.

Perks has experienced rapid growth since its establishment in 1981, now proudly counting over 200 Team Members within the firm. Perks prides itself on its strong cohesive culture and development of future leaders and continues to invest in the systems, skills and growth opportunities that support its people and the work they do.

About The Role
The Senior Paraplanner is responsible for producing well researched, technically accurate and compliant Statements of Advice and Records of Advice for financial planners, ensuring the content of the plan is relevant, valuable and appropriate for Perk's clients. Working closely with the Financial Planners you will also be responsible for determining appropriate financial advice strategies and utilizing financial planning software in order to undertake scenario comparisons and reports.

Duties

  • Prepare highly tailored Statements of Advice (SoA) based upon information provided by Financial Planners through the fact find, risk profile and recommended strategies;
  • Liaise with Perks' dedicated in-house investment research staff;
  • Analyse financial reports and records, liaise with accountants & product providers (as required) and review clients' financial information;
  • Actively contribute and be a punctual member to training, team meetings and firm wide activity;
  • Ensure all documents produced are fully compliant and in line with Perks Private Wealth policies

Skills & Experience:

  • 3-5+ years plus experience as a Paraplanner;
  • Knowledge of regulations and compliance obligations that Paraplanners and Financial Planners operate;
  • Ability to manage competing deadlines and conflicting priorities;
  • Completion of relevant formal qualifications, minimum ADFP and RG146;
  • Completion of Advanced Diploma of Financial Planning (highly desirable)
  • Experience in using XPLAN software; (advantageous)
  • Tertiary qualifications desirable in business discipline or related field

Culture And Benefits
At Perks, we pride ourselves on our high-performance culture while maintaining a healthy work-life balance. If you value strong relationships, teamwork, and personal growth, you'll feel right at home here.

Benefits Include

  • Competitive salary package with annual review process.
  • Flexible working arrangements.
  • Training and development opportunities.
  • Wellbeing initiatives including wellness programs and access to professional counselling.
  • Opportunities to contribute to the broader community (e.g., volunteering).
  • Regular social and networking events.

Please click
APPLY NOW
and send us your resume and a cover letter outlining your experience and motivation for applying.

If you have any questions, please contact Zoe Oster, Talent & Development Specialist, at

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