Paraplanner - Flexible Working

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

Are you a talented Paraplanner looking for an opportunity to elevate your career in a dynamic, award-winning wealth management firm? Our client, an independent, self-licensed financial advisory practice based in the heart of North Sydney, is seeking an experienced Paraplanner to join their high-performing team. Specialising in providing tailored financial advice to High-Net-Worth (HNW) and Ultra High-Net-Worth (UHNW) clients, this is an exceptional opportunity for someone looking to make an impact while enjoying a flexible work-life balance.

Why You’ll Love This Role:

• Flexible Work Environment: Opportunity for a flexible working arrangement.
• Career Progression: There are clear opportunities for career growth within the firm, with mentorship from experienced financial professionals.
• Award-Winning Team: Join an industry-recognised firm that prides itself on its strong work culture, exceptional client service, and consistent industry accolades.
• Central CBD Location: Work in a modern office located just a stone’s throw from Martin Place, with great access to public transport, cafes, and local amenities.

Key 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.

Who We’re Looking For:

The ideal candidate will possess:

• Proven experience as a Paraplanner within a financial planning environment, ideally with HNW/UHNW clients.
• A strong understanding of financial strategies, products, and regulatory frameworks.
• Exceptional attention to detail and a passion for delivering high-quality financial advice.
• A proactive attitude, with the ability to work independently and as part of a collaborative team.

Why This Is a Great Opportunity:

This role offers much more than just a job it’s a chance to work with some of the brightest minds in the industry in a supportive and innovative environment. Whether you’re looking to hone your technical skills or take the next step in your career, our client offers the resources and mentorship to help you achieve your goals.

If you are looking for a rewarding and flexible role where your contributions truly matter, this could be the perfect fit for you.