Paraplanner in Private Wealth - Professional Year Pathway

Profusion Group; Brisbane; In loco; AUD 65.000 - 90.000; Tempo pieno

Descrizione del lavoro

Profusion Group in Brisbane CBD is seeking an Experienced Paraplanner on a Professional Year Pathway. You will support the advice team with technical depth from day one, contributing to client outcomes.

Requirements include 2+ years' paraplanning, attention to detail, and willingness to complete your Professional Year. Xplan experience is a bonus as you develop plan construction and investment analysis skills.

Competenze

• 2+ years of paraplanning experience with exposure to advice and plan construction.
• Curiosity, strong attention to detail and ability to learn quickly.
• Confidence with advice technology (Xplan experience is a bonus).
• Strong communication skills and a team-first approach.

Mansioni

• Research and analyse tax structures, asset ownership and portfolio construction.
• Model scenarios and stress test strategies.
• Prepare SoAs, RoAs and client materials.
• Learn directly from experienced advisers, investment professionals and senior strategists.

Conoscenze

Paraplanning experience

Attention to detail

Curiosity

Client-focused

Strong communication

Formazione

Professional Year program (Australia)

Strumenti

Xplan

Descrizione del lavoro

Experienced Paraplanner | Professional Year Pathway

Ready to turn your paraplanning experience into an advice career? Join a respected Brisbane CBD private wealth firm that will support your Professional Year while you build real technical depth.

About us
A boutique private wealth firm with 20+ years of history, a large team and very little turnover. Clients are a loyal base of high-net-worth individuals, families and business owners.

About the role
You'll be at the core of the advice team, contributing to real client outcomes from day one.

• Research and analyse tax structures, asset ownership and portfolio construction
• Prepare SoAs, RoAs and client materials
• Learn directly from experienced advisers, investment professionals and senior strategists

Ready to turn your paraplanning experience into an advice career? Join a respected Brisbane CBD private wealth firm that will support your Professional Year while you build real technical depth.

About us
A boutique private wealth firm with 20+ years of history, a large team and very little turnover. Clients are a loyal base of high-net-worth individuals, families and business owners.

About the role
You'll be at the core of the advice team, contributing to real client outcomes from day one.

• Research and analyse tax structures, asset ownership and portfolio construction
• Model scenarios and stress test strategies
• Prepare SoAs, RoAs and client materials
• Learn directly from experienced advisers, investment professionals and senior strategists

What we're looking for

• 2+ years' paraplanning experience with current exposure to advice and plan construction
• Curiosity, strong attention to detail and the ability to learn quickly
• Confidence with advice technology (Xplan experience is a bonus)
• Strong communication skills and a team-first approach
• A commitment to complete your Professional Year and remain in the paraplanner role while you progress your career

Click Apply or contact Ric Zanetti at ***********@profusiongroup.com for a confidential conversation.

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