About the role
This Paraplanner role at Quantum Paraplanning offers an exciting opportunity to join a dynamic and growing onshore outsourcing team. As a Paraplanner, you will play a crucial part in supporting financial advisors in providing tailored investment and wealth management solutions to their clients.
What you'll be doing
Conduct comprehensive research and analysis to prepare detailed financial plans and recommendations for clients.
Collaborate with financial advisors to understand client goals and financial situations.
Write comprehensive financial planning reports and presentations.
Stay up-to-date with changes in financial regulations, products, and industry best practices.
What we're looking for
Relevant tertiary qualification in finance, accounting, or a related field.
Minimum 2-3 years' experience as a Paraplanner or similar role in the financial services industry.
Strong analytical and problem-solving skills with attention to detail.
Excellent written and verbal communication abilities to convey complex financial information.
Proficient in using financial planning software and Microsoft Office applications.
Knowledge of financial products, investment strategies, and regulations.
Passion for providing exceptional client service.
What we offer
At Quantum Paraplanning, we are committed to supporting our employees' professional and personal growth. You'll enjoy a competitive salary, ongoing training and development opportunities, and a collaborative team environment. We also offer flexible work arrangements to support your work-life balance.
About us
Quantum Paraplanning is an onshore outsourcing Paraplanning business for financial planning practices within Australia. Quantum Paraplanning provides a support structure for financial advisers, to streamline and simplify the financial advice process. Our mission is to provide quality supporting research and paraplanning services for all licensees and self-licensed practices throughout Australia.
If you're ready to take the next step in your Paraplanning career, apply now to join the Quantum Paraplanning team.
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Your application will include the following questions:
Which of the following statements best describes your right to work in Australia?
How many years' experience do you have as a paraplanner?
How many years' experience do you have in the financial services industry?
Which of the following Microsoft Office products are you experienced with?
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