Financial Planning Paraplanner & Adviser Support (Flexible)

seek.com.au

Newcastle City Council

On-site

AUD 70,000 - 100,000

Full time

6 days ago

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Benefits offered by this job

Flexible working arrangements

Collaborative team culture

Exposure to broad financial planning

Job summary

Seek Australia is recruiting a Paraplanner and Adviser Support Professional for the Greater Newcastle region on a full‑time basis. The role supports the Financial Adviser in research, preparation, implementation, and administration of advice strategies while maintaining client files.

Flexible working arrangements are available, and the right candidate can work 3–4 days per week. You will collaborate with advisers and product providers to deliver high-quality financial planning services and

Qualifications

Experience as a paraplanner or adviser support in financial planning.
Ability to prepare SOAs and ROAs under guidance.
Experience with client reviews, research, and implementation of advice strategies.
Strong compliance with regulatory requirements and internal procedures.

Responsibilities

Prepare advice documents including SOAs and ROAs.
Support the adviser in monthly client reviews and documentation.
Manage implementation of advice strategies (Superannuation, investments, insurance, Centrelink).
Maintain accurate client records and ensure compliance with regulatory requirements and internal procedures.
Liaise with product providers, fund managers, insurers and other external stakeholders to facilitate implementation.
Provide administrative support enabling the adviser to focus on client relationships and strategic advice.