About the Role
* As a Paraplanner in Wealth Management, you will collaborate with financial advisors and in-house specialists to develop tailored advice for clients.
* You will work on formulating investment strategies, preparing detailed financial calculations, and creating administrative efficiencies.
* Your expertise will be crucial in contributing to risk and compliance management within our organisation.
The ideal candidate should have a degree in Financial Planning or equivalent experience, with a strong understanding of XPLAN financial planning software.
We are looking for an individual with excellent time management skills, a keen eye for detail, and the ability to work effectively in a team environment.
Diversity and Inclusion at Our Organisation
We celebrate diversity and strive to create an inclusive workplace where everyone can thrive. We encourage applications from individuals who share our values and commitment to equality and inclusion.
Benefits of Working with Us
Our company offers flexible work arrangements, access to professional development opportunities, and an annual allowance for personal wellbeing.
Working Arrangements
You will have the flexibility to work from anywhere in Australia for up to one month each year, allowing you to prioritise your personal and professional goals.