Paraplanner
Location: South Melbourne | Employment Type: Permanent, Full-Time Hours
Are you a detail-oriented finance professional with a passion for providing high-quality strategic advice to clients? We are currently seeking a Paraplanner to join our client during a growth period. At DFP Recruitment, we work with reputable organisations to place skilled accounting and finance professionals in roles that support business operations and financial integrity. If you have experience in paraplanning we'd love to hear from you.
Your responsibilities:
* Prepare high-quality Statements of Advice (SOAs) and other client documentation
* Conduct research and analysis on financial products, strategies, and compliance requirements
* Support Financial Advisers with technical advice and administrative tasks
* Maintain accurate client records and ensure adherence to regulatory standards
* Liaise with product providers and assist in implementing client strategies
About you:
* Minimum 2 years' experience in a paraplanning or similar role
* Strong understanding of financial planning concepts, compliance, and legislation
* Excellent attention to detail and analytical skills
* Proficient in Xplan or similar financial planning software
* Hold a Diploma of Financial Planning
What's in it for you:
* Work for a national firm with an excellent reputation
* Great salary commensurate with experience
* Very warm organisational culture with lots of collaboration
* Support from experienced recruitment consultants
* Work with Disability Confident recruiters
* Interview coaching to set you up for success
If you're ready to take the next step in your career, click "apply now" to submit your application.
For questions or a confidential discussion, contact Ava Micich on +61 .
DFP welcomes applications from Aboriginal and Torres Strait Islander people, people with diverse cultural and linguistic backgrounds and people with disability. In addition, DFP will provide reasonable adjustments for individuals with disability throughout the recruitment process. If you identify as a person with disability and require adjustments to the application, recruitment, selection and/or assessment process, please advise 337 000and indicate your preferred method of communication (email, phone, text) so we can keep in touch and meet your accessibility needs.
By clicking 'apply', you give consent that DFP may use your personal information to process your job application and to contact you for future employment opportunities. For further information on how DFP process your personal information please review the DFP Information Collection and Privacy Policy via Do not submit any sensitive personal information in your resume.
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