Senior Paraplanner — Lead Complex Wealth Plans (Hybrid)

Godfrey Group; Melbourne; Hybrid; AUD 90.000 - 120.000; Vollzeit

Benefits dieser Stelle

Hybrid working

Long-term career development

Zusammenfassung

Godfrey Group in Melbourne is seeking Senior Paraplanners to support advisers with complex wealth planning. Two roles are available, permanent or contract. Hybrid working is available after initial onboarding and training.

You will deliver high-quality advice documents, engage with the external paraplanning team, and help manage an expanding client base while ensuring compliance and accuracy.

Qualifikationen

• Paraplanning experience and years in wealth management.
• Compliance exposure such as file reviews or audits is a plus.
• Solid knowledge of XPLAN software.
• Excellent written and verbal communication skills.
• Demonstrated energy and ability to thrive in a fast-paced environment.

Aufgaben

• Work with senior advisers to deliver high-quality advice.
• Prepare personalised, compliant Statements of Advice (SoAs) and Records of Advice (RoAs).
• Review and quality-check plans from the external paraplanning team.
• Help clear the current backlog of plans.
• Build strong relationships with the broader team and stakeholders.
• Develop bespoke strategies and take ownership of them.
• Collaborate with Client Services to ensure a seamless client experience.
• Maintain audit-ready and compliant advice files.

Kenntnisse

Paraplanning experience

Wealth management knowledge

Compliance exposure

Excellent communication

Adaptability in fast-paced env

Tools

XPLAN

Jobbeschreibung

Godfrey Group in Melbourne is seeking Senior Paraplanners to support advisers with complex wealth planning. Two roles are available, permanent or contract. Hybrid working is available after initial onboarding and training.

You will deliver high-quality advice documents, engage with the external paraplanning team, and help manage an expanding client base while ensuring compliance and accuracy.