Para Planner


Flexible opportunity for para planner to join a fast paced and growing financial planning business. Great culture and forward thinking business.

  • 4 days/week- 2 days from home, 2 days in the office
  • CBD - close to transport, on site gym, dynamic and fun culture
  • Award Winning Financial Planning Business - Newcomer of the Year
The Company

Our client is a highly regarded boutique Financial Planning firm that provides excellence in the provision of financial planning advice to their varied base of clients. They forge long lasting business relationships by delivering exceptional advice and service to their clients.  What sets them apart from their competitors is how they focus on their target market in a ever-changing financial climate. 
Their motto – “make your money work.” 
The Role 
Due to increased business success, a newly created role has been developed for a driven and ambitious candidate who is looking for an opportunity to work with a progressive business who has growth on its trajectory. 
In this role, you will support two advisers and be responsible for the delivery of strategic advice documents. Specifically, you will:
  • Research, plan and manage the preparation of client strategies and progress meetings 
  • Prepare strategy SOA's in partnership with our Advisers using Adviser Logic and the Outsourced Client Service team
  • Review clients’ financial strategies and provide feedback and support to advisers including strategy recommendations and analysis
  • Project manage implementation of advice by leading internal and outsourced client service team
  • Complete Financial Modelling of client situations using Adviser Logic and Excel
  • Manage and track client workflows 
  • Keep abreast of strategy and product innovation by completing ongoing professional development, liaising with Product Providers and Technical teams.
  • Ensure the compliance of all advice documentation across our business 
  • Support the implementation of ‘best practice’ systems and processes.

The Person

To be suitable for this role, you will be adaptable to change, have a passion for delivering strategic financial solutions to clients and be forward thinking with your ideas.
We are seeking candidates who possess the following skills and attributes:
  • Previous experience as a paraplanner – minimum of 2 years
  • A strong working knowledge of financial planning strategies and the advice process 
  • Financial planning qualifications – diploma or degree 
  • Strong knowledge of Investments and personal insurance 
  • Excellent verbal and written communication skills
  • Attention to detail, ability to prioritise tasks and be able to manage your time effectively
  • Strong numerical literacy
  • MS office skills 
Rewards and Benefits 

The successful applicant can look forward to working flexible hours with a forward-thinking organisation.  As the business continues to grow, opportunities to develop and progress are endless. 

Please forward your resume to Deepa Surti following the links below.