Senior Paraplanner in Sydney

Senior Paraplanner in Sydney

Sydney Full-Time 72000 - 88000 $ / year (est.) On-site
H

At a Glance

  • Tasks: Craft high-quality, compliant advice for clients with cross-border needs.
  • Company: Hoxton Wealth Group, a forward-thinking financial services firm in Sydney.
  • Benefits: Competitive salary, mentoring opportunities, and a chance to shape workflows.
  • Other info: Opportunity to work with modern technology and mentor junior staff.
  • Why this job: Join a dynamic team and make a real impact in financial planning.
  • Qualifications: Strong background in Australian financial planning and experience in paraplanning.

The predicted salary is between 72000 - 88000 $ per year.

Hoxton Wealth Group is seeking a Senior Paraplanner in Sydney to craft high-quality, compliant advice for clients with cross-border needs.

You will own the process from fact find to final SOA, acting as a technical sounding board and improving efficiency alongside advisers and compliance teams.

You will work with modern advice technology, mentor juniors, and help shape templates and workflows as the business grows.

A strong background in Australian financial planning is essential.

#J-18808-Ljbffr

Senior Paraplanner in Sydney employer: Hoxton Wealth Group

Hoxton Wealth Group is an exceptional employer, offering a dynamic work environment in the heart of Sydney where innovation meets collaboration. With a strong focus on employee growth, you will have the opportunity to mentor junior staff and influence the development of cutting-edge advice technology. The company fosters a supportive culture that values compliance and efficiency, making it an ideal place for professionals looking to make a meaningful impact in the financial planning sector.

H

Contact Details:

Hoxton Wealth Group Recruitment Team

We think you need these skills to ace Senior Paraplanner in Sydney

Cross-Border Financial Advice
Compliance Knowledge
Technical Proficiency in Advice Technology
Fact Finding
Statement of Advice (SOA) Preparation
Mentoring Skills
Template and Workflow Development