Paraplanner - Brisbane CBD

Job Title: Paraplanner - Brisbane CBD
Contract Type: Permanent
Location: Brisbane
Reference: 2688548
Contact Name: Toby Walsh
Contact Email:
Job Published: March 07, 2018 15:29

Job Description

My client is a highly successful and prestigious mid sized Accounting/Financial Planning firm with offices based in the heart of the Brisbane CBD.  Currently a fantastic and highly rewarding permanent opportunity has arisen for an experienced and qualified Paraplanner to join the team of 40 (and growing).  The typical clients are HNW and therefore the position will involve working on complex strategies and research and also the opportunity to sit in on client meetings.

This is a very unique and highly rewarding and challenging role suited for a very capable Paraplanner who is technically very strong and have proven record of working closely with Financial Advisors.  You will be competent with financial advice strategies and industry regulations.  You will have a high level of skill in financial planning software to construct compliant advice documents. 

Key responsibilities include:
  • Main focus of the role will be working with planners to articulate strategy & complete the plan preparation form. 
  • Working closely with Partners and Senior Financial Planners, you will be responsible for providing support including the preparations of high quality Statements of Advice (SOA’s) and Records of Advice (ROA’s) in a timely and efficient manner, in conjunction with managing client relationships.   
  • Preparation of high-quality and compliant Statements of Advice (SOA’s) and Records of Advice (ROA’s) for Financial Planners
  • Oversee lodgment of investment, Superannuation, Insurance and Centrelink applications
  • Coordination of client portfolios and meeting
  • Researching existing and potential products in order to prepare the most appropriate recommendations for a client
  • Liaising with financial advisors to determine strategic outcomes 
To be successful you will have the following:
  • 3 to 5 years proven paraplanning experience
  • Excellent communication skills & have an ability to work closely with planners to achieve the best outcome for clients. 
  • High level attention to detail & result driven 
  • DFP/ADFS qualifications in financial planning
  • Experience & exposure working on different strategies.
To be considered for this unique and highly rewarding opportunity please email your resume via the link below or to hear more about this role and other opportunities confidentially across the Wealth Management sector, please contact Toby Walsh on 0404 971 247 or

Get similar jobs like these by email

By submitting your details you agree to our T&C's