Senior Paraplanner - HNW Strategy & Growth

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

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