Senior Paraplanner: Complex Strategies & National Advisory Support

Randstad NV; Brisbane; On-site; AUD 85,000 - 120,000; Full time

Job summary

Randstad is seeking a seasoned paraplanner to support a large national team of financial advisers. You will develop detailed strategic advice and statements of advice (SoA) tailored to client needs, handling complex strategies with precision.

The role offers exposure to a wide range of projects, collaboration with client service and administration teams, and opportunities for career advancement for specialists who excel in compliance and regulatory matters.

Qualifications

• Completed DFP qualifications with Advanced DFP.
• Minimum 5 years paraplanning experience with knowledge of complex strategies.
• Knowledge of compliance and regulatory issues is mandatory.
• Self-driven with strong attention to detail.

Responsibilities

• Develop detailed and accurate strategic advice and SoAs based on client needs.
• Support a large national team of advisers with client service and administration teams.
• Work on a range of projects and assist advisers with technical queries.
• Opportunities for career advancement for specialists in advisory areas.

Skills

Paraplanning

Attention to detail

Regulatory knowledge

Self-driven

Client service

Education

DFP qualifications

Job description

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 team team, you will be supporting a large team of advisors natinoallly getting supports from the client service and administration teams. You will 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.

To apply online, please click on the appropriate link.

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.

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