Senior Paraplanner - CBD - Large Financial Services Provider

Randstad Pty; Sydney; On-site; AUD 90,000 - 120,000; Full time

Job summary

Randstad is partnering with a leading Financial Services provider to recruit a Senior Paraplanner for a CBD-based team serving HNW clients. You will work with 3 advisors, develop detailed strategic advice and SoAs, and support a Client Service Manager in a dynamic, supportive environment.

The role requires a minimum of 5 years paraplanning experience, DFP with Advanced DFP, and RG146. You will thrive on accuracy, regulatory compliance, and opportunities for career advancement within a

Qualifications

• Completed DFP qualifications with Advanced DFP.
• Minimum 5 years paraplanning experience with complex strategies.
• Strong attention to detail and regulatory knowledge.

Responsibilities

• Develop detailed and accurate strategic advice and SoAs.
• Collaborate with 3 advisors, administration and Client Service Manager.
• Handle a range of projects and respond to technical queries.

Skills

Paraplanning

Attention to detail

Regulatory knowledge

Self-driven

Education

DFP Advanced

RG146

Job description

Senior Paraplanner – CBD – Large Financial Services Provider

Financial Planning Business

HNW Clients

Dynamic & Supportive Team

The Company

Leading Financial Services provider with offices nationally. They have won numerous awards in the financial services industry due to their excellent client care and way of tailoring advice to the best needs of the client. Great collaborative culture and friendly satisfying place to work. They encourage development of their staff.

The Role

In this small team, you will be working with 3 advisors as well as administration and a Client Service Manager. You will report directly to one of the Advisors and be involved in developing detailed and accurate strategic advice and SoA’s based on clients needs. Your role will have a wide scope and you will be involved in a range of projects along with dealing with advisers for technical queries. Opportunities for career advancement are available if specialist areas are of interest or an advisory role.

Experience Required

To be considered for this role you will possess the completed DFP qualifications with Advanced DFP and other further education highly desired. You will have a minimum of at least 5 years paraplanning experience with knowledge of complex strategies. You will be extremely task focused and with strong attention to details skills. Knowledge of compliance and regulatory issues is mandatory along with the ability to be self-driven.

At Randstad, we are passionate about providing equal employment opportunities and embracing diversity to the benefit of all. We actively encourage applications from any background.

qualification

• RG146