At a Glance
- Tasks: Support financial advisers by preparing advice documents and managing client records.
- Company: Dynamic financial planning firm focused on personalised wealth management.
- Benefits: Competitive pay, flexible working hours, and a supportive team culture.
- Other info: Great opportunities for growth and exposure to diverse financial strategies.
- Why this job: Make a real difference in clients' lives while developing your financial expertise.
- Qualifications: Experience in financial planning and strong organisational skills.
The predicted salary is between 62100 - 75900 $ per year.
Flexible Working Arrangements Available - Read Below!
About us
We are a dynamic financial planning firm dedicated to delivering comprehensive wealth management solutions to our clients.
We pride ourselves on building long-term relationships and providing personalised financial advice that makes a genuine difference to people's lives.
Our team is committed to excellence, integrity and continuous improvement, with a strong focus on achieving exceptional client outcomes while maintaining the highest professional standards.
About the role
- We are seeking an experienced and motivated
- Paraplanner and Adviser Support Professional to join our team on a full-time basis in the
Greater Newcastle region .
This is a pivotal role that supports our Financial Adviser and helps ensure the seamless delivery of high-quality financial planning services.
Working closely with the adviser, you will play a key role in the research, preparation, implementation and administration of advice strategies, and ensuring all client files are accurately maintained.
We understand that flexibility is important.
For the right candidate , we are open to considering applicants seeking to work
3-to-4 days per week , provided they can effectively manage and complete the responsibilities of the role within those hours.
- What you'll be doing
- Prepare advice documents, including Statements of Advice (SOAs), Records of Advice (ROAs) and supporting documentation under the guidance of the Financial Adviser.
- Support the Financial Adviser in conducting monthly client reviews, including preparing review documentation, updating client information, researching strategy recommendations, and implementing agreed actions.
- Manage the implementation of advice strategies, including Superannuation, investments, insurance and Centrelink-related matters.
- Support client fact-finding activities and gather essential information prior to adviser meetings.
- Maintain accurate client records, file notes and documentation while ensuring compliance with regulatory requirements and internal procedures.
- Liaise with product providers, fund managers, insurers and other external stakeholders to facilitate the implementation of advice.
- Provide administrative and operational support to the Financial Adviser, enabling them to focus on client relationships and strategic advice.
What we're looking for
We are committed to creating a supportive and professional environment where our team members can grow and succeed.
Our employees benefit from
- Competitive remuneration based on experience and qualifications.
- For the right candidate, flexible working arrangements.
- A collaborative and supportive team culture.
- Exposure to a broad range of financial planning strategies and client scenarios.
- The opportunity to work closely with our financial adviser and further develop your technical expertise.
- A workplace that values initiative, accountability and going the extra mile for clients and colleagues.
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Paraplanner and Adviser Support in Newcastle employer: seek.com.au
Join a dynamic boutique Chartered Accountancy firm located in the heart of the CBD, where you will thrive in a supportive work culture that values professional growth and flexibility. With opportunities to engage in diverse accounting, taxation, and advisory projects, you'll benefit from ongoing training and the ability to work remotely after your initial onboarding. This is an excellent opportunity for those looking to advance their careers while enjoying a balanced work-life environment.
