Senior Technical Paraplanner/Technical Specialist

Company Background

Harts Financial Solutions - Your Private CFO & Principle Adviser

Harts Financial Solutions (HFS) is a privately owned consultancy business based in Wembley. We are dedicated to providing business owners and high net worth clients with tailored advice and strategies to help them grow, manage and protect their wealth. As their principle adviser, HFS is uniquely positioned to provide them with a fully integrated private client service which adds significant value to both their situation and team of trusted professionals. In essence, HFS is their Private CFO.

Our advice framework is robust, incorporating the broad portfolio of our client's assets and business interests, and our advice is professional, clear and concise. We focus on advice and strategies, not transacting products, and as such we operate on a 'fixed fee basis' with any commissions received being used to offset the cost of providing advice.

HFS operates under its own AFS & Credit License and is free from Institutional or Financial Service Product Provider ownership. Harts Financial Group Pty Ltd (ABN / AFSCL is the independently owned Australian Financial Services License (AFSCL) holder.

HFS currently has one financial adviser supported by 4 administrative paraplanners and 3 technical paraplanners. All team members are fulltime and have comprehensive university and financial planning qualifications and exceptional academic records.

For more information about HFS, please visit our website at

Employment Philosophy

In order to maintain the quality of our advice and exceed our client's expectations in terms of service delivery, we employ the very best people. As we are only looking for people who strive for excellence, we are constantly on the lookout for the right people to join our motivated and dynamic team.

In order to attract the right people, we believe we are uniquely placed to offer a total employment package to attract, retain and reward 'best of breed' individuals.

Our formula is clear and simple:

We lead through example - everyone plays by the same rules, even the adviser

We provide you with the very best work environment with state-of-the-art offices and only the best equipment

We provide very generous staff amenities

We demand strong ethics, professionalism and honesty at all times

We provide you with the right culture to enable you to strive for excellence and be recognised for your achievements

We have developed the absolute industry best workflow management systems & tools which you have to see to believe

We have developed the absolute best client financial analysis software to manage the integrated delivery of complex financial and finance solutions

• We provide you with ongoing education, training & mentoring both in your work role and personal wealth creation
• We reward you with the right financial incentives for delivering added value to clients and the business
• We provide the right career development opportunities in terms of responsibility progression

Our Services

As an unrivaled 'full service' boutique advisory to the SME market, HFS provides comprehensive financial, commercial and credit advice to businesses owners, family groups and executives. Our clients are typically first generation business owners with net income of $500k to $5m p.a. combined with a strong balance sheet and debt of $1m to $50m.

Our services include:

• Private CFO
• Financial Planning
• Commercial / Business Consulting
• Structuring
• Project Management
• Advanced Financial Management & Modelling
• Advanced Risk Management & Benchmarking
• Banking and Finance
• Financial Advice, Property Advice and Investment Analysis
• Risk Insurance

We are a true fee-for-service business that charges our clients fixed fees in providing and implementing our advice. We stand next to our clients and actively manage the inherent conflicts of interest that exist in the financial services & banking industries by accounting for all commissions and fees to our clients' files to offset the cost of any of our advice and services. The accounting of commissions to client files is unrivaled when compared to the business models of the alternative financial and finance offerings.

Duties & Responsibilities

In championing this role your duties and responsibilities will include;

• Prepare complex, detailed, comprehensive and compliant SOAs using developed templates
• Conduct product and strategy research as required
• Audit comprehensive financial models prepared by our team of highly qualified administrative paraplanners
• Peer review SOAs prepared by other Senior Technical Paraplanners within the team
• Maintain accurate and up-to-date client records and financial plans.
• Prepare client Risk Insurance quotes using industry software
• Prepare client Financial Review Reports (FRR) using developed templates
• Audit implementation by our team of highly qualified administrative paraplanners
• Contribute to the ongoing development and growth of the business and team

Education & Qualifications

To be considered for this role, you will have completed or nearing completion the following;

• Approved Australian Degree qualification with Financial Planning major and GPA/CWA of 7+
• Australian work rights are required for this position.

Experience & Attributes

To be considered for this role you will need to have or gain the following experience;

• Extensive experience as a technical paraplanner (this is not an entry level role)
• Minimum of 2-3 years of technical paraplanning experience is required.
• Strong technical knowledge of financial planning, SOA production, and modelling client scenarios.
• Strong industry product knowledge (Investments, Super & Risk Insurance)
• Excellent attention to detail
• Excellent time management skills and ability to multi-task
• Proactive approach to identifying and solving issues
• Ability to effectively manage workflow tasks
• Ability to work under pressure and meet deadlines
• Ability to work unsupervised
• Ability to work within a team
• Excellent written & verbal communication skills
• Excellent in MS Office applications (Outlook, Word, Excel)
• Experience using industry workflow management systems
• Experience using financial modelling software
• Experience using risk insurance quoting software

Where to from here?

If you believe that you;

• can tick most of the above boxes
• are committed to a long-term career in technical paraplanning/technical specialist roles
• are committed to ongoing education, improvement and career development
• are not satisfied with your current role
• believe that your employer is not allowing you to achieve your full potential

then, we would like to meet you.

If you would like to have an initial discussion prior to applying for this role, please contact Nigel Hart on /

Please note that you must formally apply for this role via the "Apply" button below providing your Resume & Academic Record.

We will contact you within 48 hours if your application has been short listed.