Technical Paraplanner

Job Title: Technical Paraplanner
Contract Type: Permanent
Location: Sydney
Reference: 3019860-11
Contact Name: Peter Dagen
Contact Email:
Job Published: February 03, 2020 10:02

Job Description

We are currently working with a prestigious financial planning firm with a new vacancy for an experienced technical paraplanner.

Why you will love this role;
  • 100k-120k + super
  • Collaborative team with team lunches to celebrate successes
  • Flexible working arrangements
  • Work on Complex SOA’s for high net worth individuals
  • Work closely with the advisers to get the best outcome for the client
  • Pioneer of the fee for service model
  • Sydney CBD location
You will spend your time;
  • Building simple to complex SOA including SMSFs and defined benefits within the nominated time frame
  • Contribute to the improvement, efficiency, and consistency of the advice process and maintain a strong working knowledge of financial issues and trends
  • Reviewing the advice given with accuracy and focus
They will love your background in;
  • Technical paraplanning with a holistic approach
  • Experience with X-Plan
  • Advance Diploma of financial planning and ideally with a tertiary qualification
Sounds interesting? We have a lot more information to tell

These roles are rare, so do not hesitate as immediate interviews will take place for candidates that meet the above criteria.

For a confidential chat about your career options please call Peter on (02) 9346 5297 or email

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