At a Glance
- Tasks: Support advisers in creating retirement strategies and preparing accurate advice documents.
- Company: Reputable financial advice firm based in Newcastle.
- Benefits: Competitive salary, superannuation, and a supportive work environment.
- Other info: Join a dynamic team with opportunities for professional growth.
- Why this job: Make a real difference in clients' retirement planning while advancing your career.
- Qualifications: 3-5+ years of paraplanning experience and strong communication skills.
The predicted salary is between 87750 - 107250 $ per year.
A financial advice firm in Newcastle is seeking an experienced Paraplanner to support advisers with developing strategies and documentation, particularly for retirement and superannuation.
The role involves preparing Statements of Advice and ensuring accuracy in advice documents.
Ideal candidates will have 3-5+ years in a similar role, excellent communication skills, and experience with Midwinter.
This full-time position offers a competitive salary between $90,000 and $110,000 plus superannuation.
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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.
