Paraplanner — Flexible, High-Impact Wealth Planning

Cartwright Jones; North Sydney Council; Hybrid; AUD 70,000 - 110,000; Full time

Benefits offered by this job

Flexible Work Environment

Career Progression

Award-Winning Team

Central CBD Location

Job summary

Cartwright Jones, an independent, self-licensed wealth management firm based in North Sydney, seeks an experienced Paraplanner to join a high-performing team. The role focuses on delivering tailored financial advice to HNW/UHNW clients, with a flexible work-life balance and mentorship from seasoned professionals.

You will collaborate with financial advisers to develop detailed financial plans, conduct product research, ensure regulatory compliance, and support senior advisers on complex

Qualifications

• Proven paraplanning experience within financial planning.

Responsibilities

• Collaborate with financial advisers to develop and prepare detailed financial plans, strategies, and client reports.
• Conduct thorough research and analysis on financial products and strategies to ensure the best solutions for clients.
• Ensure compliance with industry regulations and assist in managing the ongoing relationship with clients.
• Assist senior advisers on complex financial strategies, investment structures, and tax planning.
• Stay informed on market trends and legislative changes to help clients make informed decisions.

Skills

Paraplanner

Financial planning

Attention to detail

Independent worker

Job description

Cartwright Jones, an independent, self-licensed wealth management firm based in North Sydney, seeks an experienced Paraplanner to join a high-performing team. The role focuses on delivering tailored financial advice to HNW/UHNW clients, with a flexible work-life balance and mentorship from seasoned professionals.

You will collaborate with financial advisers to develop detailed financial plans, conduct product research, ensure regulatory compliance, and support senior advisers on complex