At a Glance
- Tasks: Support advisers in delivering high-quality financial advice and documentation.
- Company: Respected financial advice firm with a loyal client base.
- Benefits: Competitive salary, stable role, and supportive team environment.
- Other info: Long-term career opportunities in a professional finance setting.
- Why this job: Make a real impact in retirement planning and strategic advice.
- Qualifications: 3-5+ years as a Paraplanner with strong retirement strategy knowledge.
The predicted salary is between 90000 - 110000 $ per year.
Our client is a respected financial advice firm with a substantial fee‑for‑service client base, specialising in retirement, superannuation and strategic advice. They are seeking an experienced Paraplanner to support 2 advisers with strategy development and documentation, particularly for retirement and recontribution strategies.
About the Role
- Work closely with advisers to support high‑quality advice delivery, including:
- Fact find conditioning and strategy support
- Preparation of Statements of Advice (SoAs and RoAs)
- Supporting retirement planning, pension and recontribution strategies
- Working within established advice frameworks and processes
- Liaising with advisers to ensure accuracy and quality of advice documents
About You
- 3‑5+ years’ experience as a Paraplanner in an Australian advice firm
- Strong understanding of retirement strategies, superannuation and pensions
- High attention to detail and strong written communication skills
- Comfortable working closely with advisers in an office‑based environment
- Experience with Midwinter highly regarded
What’s on Offer
- Salary guide: $90,000 – $110,000 + super (depending on experience)
- Work with an established, loyal client base
- Supportive, professional advice team
- Stable role with long‑term opportunity
Seniority level: Not Applicable
Employment type: Full‑time
Job function: Finance
Paraplanner in Newcastle employer: Advice2Talent
Join a thriving financial advice practice in Wodonga, where you can leverage an established client portfolio to make an immediate impact. With a strong focus on employee growth and a collaborative work culture, you'll benefit from the support of experienced teams while building long-term relationships with clients. This role offers not just a job, but a meaningful career path in a supportive environment that values your contributions.
