Senior Paraplanner: High‑Net‑Worth Advisory & Growth

HR Partners; Sydney; On-site; AUD 70,000 - 110,000; Full time

Job summary

Randstad is seeking a dedicated paraplanner to join a small team in financial services. You will develop detailed strategic advice and Statements of Advice (SOAs) tailored to client needs, working closely with three advisers, administration staff and a Client Service Manager.

Opportunities for advancement exist for those with an interest in specialist advisory areas. You must hold the DFP qualifications with Advanced DFP and have at least five years of paraplanning experience, with strong

Qualifications

• 5+ years paraplanning experience with knowledge of complex strategies.
• Strong attention to detail and task focus.
• Knowledge of compliance and regulatory issues.

Responsibilities

• Develop detailed and accurate strategic advice and SOAs based on clients’ needs.
• Work with 3 advisors, administration and Client Service Manager, reporting to an Advisor.
• Engage in diverse projects and address advisers’ technical queries.

Skills

Paraplanning

Advanced DFP

DFP knowledge

Education

DFP qualifications with Advanced DFP

Job description

Randstad is seeking a dedicated paraplanner to join a small team in financial services. You will develop detailed strategic advice and Statements of Advice (SOAs) tailored to client needs, working closely with three advisers, administration staff and a Client Service Manager.

Opportunities for advancement exist for those with an interest in specialist advisory areas. You must hold the DFP qualifications with Advanced DFP and have at least five years of paraplanning experience, with strong