Paraplanner - Wealth Advisory - Melbourne
Our client who is a continuing success story is seeking a progressive Paraplanner to join the Wealth Advisory team, this role is due to pure growth and newly created
We're looking for an experienced Paraplanner to join the Financial Planning & Wealth Management team. Working closely with a team of experienced advisors, you'll play a critical role in preparing advice documentation, managing investment administration, and supporting the delivery of a seamless, high-quality client experience.
This is a great opportunity to bring your existing paraplanning experience into a firm known for its professional standards, strong team culture, and dedication to growth for both our clients and our people.
What You'll Do
* Draft Statements of Advice, Records of Advice, Portfolio Reviews, Cashflow Projections and Investment Strategies
* Manage onboarding tasks for new clients, including preparation of documentation and liaising with external providers
* Prepare performance calculations and support technical analysis
* Liaise with banks, platform providers, and fund managers as required
* Handle client administration tasks such as off-market transfers, cash movements, and investment paperwork
* Support advisors by managing queries and delivering timely responses
* Prepare reporting and manage internal data for review meetings
* Assist with internal communications, seminar content, and Investment Committee support
* Contribute to internal improvement initiatives and attend training to build your expertise
What You'll Bring
* Minimum 2 years' experience in a paraplanning or similar financial services role
* Tertiary qualifications in Commerce or Finance (or currently completing)
* RG146 Compliance or Graduate Diploma of Financial Planning (or currently completing)
* Strong written and verbal communication skillsExcellent attention to detail and ability to multi-task across priorities
* Proficiency in Microsoft Office, with exposure to portfolio software platforms
* A collaborative mindset with the ability to work both independently and as part of a team
* Desire to continually learn and improve in a dynamic, growing firm
* Strong interest in investment markets and eagerness to develop knowledge further
* Experience using Xplan software (desirable but not essential)
This is truly a fantastic opportunity for a junior Paraplanner to join a professional Wealth Advisory team and watch your career commence to becoming an Advisor For further information please click the Apply Button
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