Senior Paraplanner – CBD – Large Financial Services Provider

Randstad Australia; Sydney; On-site; AUD 70,000 - 110,000; Full time

Job summary

Randstad Australia is seeking a skilled paraplanner to join a small team supporting three advisors and the Client Service Manager. You will develop strategic advice and SoAs, while handling technical queries and project work.

The role offers opportunities for career progression within a supportive and collaborative environment. The successful candidate will have completed DFP qualifications with Advanced DFP and at least 5 years of paraplanning experience, with a strong emphasis on compliance

Qualifications

• Paraplanning experience in financial services with complex strategies.
• Strong knowledge of compliance and regulatory issues is mandatory.
• Excellent accuracy and organisational skills are essential.

Responsibilities

• Develop detailed and accurate strategic advice and Statements of Advice (SoAs).
• Collaborate with advisers on technical queries and project work.
• Engage with administration and Client Service Manager to ensure seamless client service.

Skills

Paraplanning

Attention to detail

Self-driven

Education

DFP qualifications with Advanced DFP

Job description

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.