At a Glance
- Tasks: Collaborate with advisers to deliver high-quality, compliant financial advice.
- Company: Established Australian financial planning firm based in Sydney.
- Benefits: Full-time role with a supportive team and professional growth opportunities.
- Other info: Convenient CBD location near Town Hall with a collaborative culture.
- Why this job: Join a dynamic team and make a real impact in financial planning.
- Qualifications: 3+ years of paraplanning experience and strong understanding of financial strategies.
The predicted salary is between 66150 - 80850 $ per year.
We are a well-established, Australian-based financial planning company headquartered in Sydney. Our team is focused on delivering exceptional advice and service to our clients, supported by a collaborative culture and high professional standards. As the business continues to grow, we are also investing in new ways of working smarter, reducing manual effort and improving efficiency and outcomes across the business.
About the role
This is a newly created full-time position based in our Sydney CBD office, conveniently located near Town Hall. The role has been created to support the continued growth of the business and strengthen our existing paraplanning capability. You'll work closely with our adviser team and broader support team, contributing to the development and delivery of high-quality, compliant financial advice.
Key responsibilities
- Work collaboratively within the team to deliver high-quality, compliant advice.
- Actively support the development of advice strategies, using your understanding of tax, superannuation and financial planning legislation.
- Assist advisers in developing appropriate and innovative strategies for clients.
- Play an important role within our compliance framework by ensuring advice documentation is accurate, complete and of a consistently high standard.
- Maintain workflow efficiency by ensuring tasks are completed on time and advisers are supported with timely and accurate information.
- Keep client files organised and compliant, proactively managing outstanding tasks, documentation and follow-ups.
- Contribute to a positive and collaborative team environment by sharing knowledge and supporting colleagues.
- Provide clear, professional and solutions-focused support to advisers throughout the advice process.
About you
- 3+ years of experience in paraplanning.
- Strong understanding of advice strategies, including superannuation, tax, investments, insurance and SMSF.
- Proven ability to support high-performing advisers with high-quality and efficient advice documentation.
- Strong problem-solving skills and the ability to work independently in a fast-paced environment.
- Highly organised with excellent attention to detail and a strong commitment to compliance.
- A collaborative approach and willingness to support both advisers and the broader team.
- Diploma of Financial Planning preferred.
- Excellent written and verbal communication skills.
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Senior Paraplanner in Sydney employer: Australian Financial Planning Group
As a well-established financial planning company based in the heart of Sydney, we pride ourselves on our collaborative culture and commitment to professional excellence. Our team is dedicated to providing exceptional service and advice to clients, while also fostering employee growth through innovative practices and a supportive work environment. Joining us as a Senior Paraplanner means being part of a dynamic team that values your contributions and offers opportunities for meaningful career development in a vibrant CBD location.
Contact Details:
Australian Financial Planning Group Recruitment Team
