Senior Paraplanner - Amazing Boutique Firm

Job Title: Senior Paraplanner - Amazing Boutique Firm
Contract Type: Permanent
Location: WA other
Reference: 3143090
Contact Name: Toby Walsh
Contact Email:
Job Published: July 03, 2020 10:18

Job Description

My client is one of Perth's elite financial planning firm and currently a truly fantastic and highly rewarding permanent opportunity has arisen for an experienced and qualified Senior Paraplanner to join the friendly supportive team. 

This is a highly rewarding role suited for a capable technical Senior Paraplanner who has a proven record of working closely with Financial Advisors.  

Key responsibilities include:
  • Paraplanning as required, this could be from simple SOA’s up to complex SOA’s with multiple strategies/entities and financial modelling.  
  • Use your breadth of technical knowledge to work collaboratively with the Senior Advisers to produce a range of advice documentation that meets the client's needs and expectations.  Recommend appropriate financial planning strategies to meet clients lifestyle goals and objectives
  • Collect, collate and analyse research obtained from clients and third-party providers
  • Deliver quality advice documentation 
  • Contribute to the improvement, efficiency and consistency of the advice process.
  • Conduct financial modelling and strategy assessments 
  • Maintain a working knowledge of financial planning issues and trends.
  • This role will include tasks such as the preparation of SOA strategies, ROA's and review documents, preparation of relevant research, liaising with internal and external stakeholders, managing the implementation process and ensuring compliance is maintained.
  • Statements of Advice need to be accurate, professional and logically prepared with a focus on client outcomes and be tailored specifically to our clients' needs. A high level of attention to detail is an absolute must.
  • Monitor and maintain current technical reference materials e.g. Licensee standards, investment research and Product Disclosure Statement
To be successful you will have the following:
  • Proven Paraplanning experience (minimum 3 years) and technically very strong
  • Excellent communication skills & have an ability to work closely with planners to achieve the best outcome for clients.
  • A strong knowledge of Xplan or similar industry software     
  • Relevant tertiary qualification or progressing towards (eg. Masters of Financial Planning)
  • Thorough understanding of the various products, services and strategies available, including legislation and tax implications
  • Committed to progressing towards meeting the FASEA Code of Ethics standard
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

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