Senior Paraplanner – HNW, Complex Financial Strategies

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

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