Job Title: Paraplanner
Contract Type: Permanent
Location: Sydney CBD, New South Wales
Salary: Negotiable
Reference: 177851_1507250587
Contact Name: Nandani Gosai
Contact Email:
Job Published: October 06, 2017 11:43

Job Description

About the company:

Our client are one of the most prestigious financial institutions in Australia with a long history of providing exceptional service to HNW clients. Their wealth management business is experiencing significant growth largely driven by record profits. The successful candidate will be given the opportunity to develop their career in an environment offering wide ranging internal opportunities. The business also offers flexible working allowing candidates to match their desire to progress their career whilst being able to balance family life. The successful candidate will also get exposure to a broad range of complex strategies and a varied workload.

About the role:

An opportunity has arisen for an experienced paraplanner to join the reputable team based in Sydney CBD.

Key Duties:
  • Develop strategically correct Statements Of Advice (SOA's);
  • Participate in process improvements within the business by creating investment strategies for clients to meet their goals and objectives;
  • Provide technical support to advisers and colleagues;
  • Reviewing client portfolios in terms of ongoing fees, performance and asset allocation;
  • Continuous engagement in learning and development with the team.

Skills & Experience:
  • 2 years minimum experience as a paraplanner in Australia
  • DFP or equivalent is essential (RG146); ADFP, CFP or Masters is desirable
  • Experience using Xplan
  • Strong SoA experience
  • Strong technical knowledge coupled with excellent written and verbal communication skills

Culture & Benefits:
  • Excellent growth opportunity
  • Substantial benefits package
  • Nationally recognised brand


For more information, please contact Nandani Gosai on 02 8247 5711 or email directly at

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