Senior Paraplanning & Client Services - Wealth Advisory

HLB International; Wollongong City Council; On-site; AUD 70,000 - 90,000; Full time

Job summary

HLB Wealth Management (Wollongong) is seeking a motivated paraplanner to support advisers and clients in a fast-paced wealth management environment. You will assist in preparing client meeting materials and help coordinate SOA/ROA documentation.

The role emphasizes attention to detail, strong communication, and ability to work in a team on key projects while delivering high-quality service to clients across Australia.

Qualifications

• Paraplanning experience at senior level is essential.
• Strong client communication and presentation skills.
• Attention to detail and ability to meet timelines.

Responsibilities

• Assist in preparing client meeting presentations.
• Assist with SOA/ROA implementation and documentation coordination.
• Transact on client portfolios and maintain files.
• Support advisors in client meetings (face-to-face and online).
• Contribute to key projects and initiatives within the team.

Skills

Paraplanning

Client communication

SOA knowledge

Team collaboration

Tools

XPLAN

Job description

HLB Wealth Management (Wollongong) is seeking a motivated paraplanner to support advisers and clients in a fast-paced wealth management environment. You will assist in preparing client meeting materials and help coordinate SOA/ROA documentation.

The role emphasizes attention to detail, strong communication, and ability to work in a team on key projects while delivering high-quality service to clients across Australia.