Senior Paraplanner

Founded in 2001, this well-established business has earned an outstanding reputation in the Sydney market. Known not only for delivering top-tier financial advice but also for fostering an exceptional workplace environment, they are recognized as a leader in employee satisfaction and support. Due to growth we now require a Paraplanner to join the team. With a team of around 10 professionals, this company offers the perfect balance of structure and flexibility, ensuring that clients receive the best possible advice while empowering staff to excel. The Role As a Technical Senior Paraplanner, you will have the opportunity to work with a high-net-worth (HNW) client base, with the average client portfolio valued at $2-5 million in Funds Under Management (FUM) with some well renowned IHNW wholesale clients. Responsibilities Preparing complex and strategic Statements of Advice (SOAs) Conducting research, financial modelling, and projections Providing administrative and technical support to financial advisers Ensuring compliance standards are maintained throughout the review process Assisting with other ad-hoc duties as required The Ideal Candidate as a Senior Paraplanner Strong knowledge of various financial strategies Proven ability to draft complex SOAs and Records of Advice (ROAs) Experience with Xplan or similar industry software Exceptional attention to detail With a minimum of 2-3 years of experience. What’s on Offer as a Paraplanner In return for your expertise as a Paraplanner, you will receive a salary of $110-120k + Super along with the flexibility to work from home. You will also have access to career progression and opportunities for growth. To apply for the Paraplanner role, simply click 'Apply Now' or contact James on *** for more information. #J-18808-Ljbffr