Financial Planning Assistant/Junior Para Planner

Reference Number:
$55000 to $65000
Work Type:
  • Reputable & well established highly successful firm
  • Permanent Role
  • Excellent Training and development opportunities
If you are an experienced Junior Para planner / Financial Planning Assistant with a passion for Wealth Management, you won't want to miss this opportunity! Our client is a highly impressive boutique firm who specialize in Financial Advice/Wealth Management regularly dealing with HNW clients. 
About the role:  
  • Opportunity to grow and develop
  • Day to day operational functions in client service and management of client portfolio's and working with SMSF's and Trust's. 
  • Liaising with external financial institutions
  • Assist in client on-boarding and ensure compliance in all areas
  • Ongoing portfolio administration support and reconcile movement of accounts 
About you:
  • 1-2 years proven experience working in Para planning /Financial Planning Assistant role with Wealth Management organisations.
  • Knowledge of investments, structures, SMSF, Centrelink and financial planning process
  • RG146 compliant with Business related Degree
  • Xplan experience essential 
  • Confident / Exceptional accuracy and attention to detail 
  • Someone committed to work 2 to 3 years as a para planner
  • Previous experience working in a boutique financial planning firm
For more information or a confidential chat about your career options please call Paul Zantuck on 03 8637 7320 or email
Date Posted:
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Consultant contact details

Consultant name: Paul Zantuck 03 8637 7320

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