Base Pay Range
$90,000.00/yr – $110,000.00/yr
Location
Newcastle, New South Wales, Australia
Our client is a respected financial advice firm with a substantial fee‐for‐service client base, specialising in retirement, superannuation and strategic advice.
They are seeking an experienced Paraplanner to support 2 advisers with strategy development and documentation, particularly for retirement and recontribution strategies.
About the Role
You will work closely with advisers to support high‐quality advice delivery, including:
* Fact find conditioning and strategy support
* Preparation of Statements of Advice (SoAs and RoAs)
* Supporting retirement planning, pension and recontribution strategies
* Working within established advice frameworks and processes
* Liaising with advisers to ensure accuracy and quality of advice documents
About You
* 3‐5+ years' experience as a Paraplanner in an Australian advice firm
* Strong understanding of retirement strategies, superannuation and pensions
* High attention to detail and robust written communication skills
* Comfortable working closely with advisers in an office‐based setting
* Experience with Midwinter highly regarded
What's on Offer
* Salary guide: $90,000 – $110,000 + super (depending on experience)
* Work with an established, loyal client base
* Supportive, professional advice team
* Stable role with long‐term prospect
Seniority level
Not Applicable
Employment type
Full‐time
Job function
Finance
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