Senior Paraplanner - Sydney CBD - up to $90K + Super + Bonus

Job Title: Senior Paraplanner - Sydney CBD - up to $90K + Super + Bonus
Contract Type: Permanent
Location: Sydney
Reference: 2312736a
Contact Name: Harry Cooper
Contact Email:
Job Published: April 23, 2019 10:17

Job Description

My client is an impressive and well established financial services provider with a a large financial planning team and currently a permanent opportunity has arisen for an experienced Paraplanner  to join the team on a permanent basis based in the Sydney CBD offices.  

The role is responsible for the provision of strategic input to produce Statements of Advice using COIN and/or Xplan financial planning software.

Main focus areas
• Prepare high quality and compliant Statements of Advice and other advice documents on behalf of planners.  Partnering with planners and assist them with strategic input
• Meet and exceed individual productivity targets
• Ensure that Paraplanning qualitative and quantitative service standards are met
• Ensure that Paraplanning services are in accordance with licensee standards
• Ensure high level financial planning software skills are developed and maintained
• Build and reinforce a constructive and high performing culture (individually and collectively as a team member)
• Maintain minimum education requirements

To be considered you will have:
  • DFP and/or ADFS qualifications in financial planning 
  • Proven Paraplanning experience - various level roles available 
  • Be passionate about Paraplanning and assisting advisors
  • Excellent Communication skills 
  • Have experience with COIN or Xplan software ideally 
To be considered for these exciting and rewarding roles please email your resume via the link below or to hear more about this role and other opportunities across the Wealth Management sector confidentially, please contact Harry Cooper on 0404854737  or email

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