Wealth Paraplanner & Client Relationships Lead

Up Wealth Management Pty Ltd.; Canberra; On-site; AUD 70,000 - 95,000; Full time

Job summary

Up Wealth is seeking a Paraplanner/Client Relationship Manager in Canberra. The primary duty is to produce high-quality, client-friendly advice documents efficiently and accurately, while supporting advisers in managing client relationships.

You'll write SOAs and ROAs, assist with meeting preparations, and handle occasional reception tasks. The role suits someone with experience in financial planning, strong written/oral communication, Xplan familiarity, and a collaborative, proactive mindset.

Qualifications

• Experience writing SOAs and ROAs for clients.
• Excellent written and verbal communication skills.
• Ability to manage client relationships with advisers.

Responsibilities

• Produce high-quality, client-friendly advice documents in a timely manner.
• Support advisers in managing client relationships and logistics for meetings.
• Prepare for client meetings and lodge documents after meetings.
• Assist with reception duties when needed and handle inquiries.

Skills

SOA Writing

ROA Writing

Xplan

Attention to detail

Client relations

Communication

Team player

Education

Financial Planning studies

Tools

Xplan

Job description

Up Wealth is seeking a Paraplanner/Client Relationship Manager in Canberra. The primary duty is to produce high-quality, client-friendly advice documents efficiently and accurately, while supporting advisers in managing client relationships.

You'll write SOAs and ROAs, assist with meeting preparations, and handle occasional reception tasks. The role suits someone with experience in financial planning, strong written/oral communication, Xplan familiarity, and a collaborative, proactive mindset.