Paraplanner - Part Time

Our Client: They are a dynamic and growing financial services firm based in the heart of Sydney, dedicated to providing personalized and comprehensive financial solutions to our clients. Our team is committed to excellence, and we take pride in fostering a supportive and collaborative work environment.

Position Overview: They are seeking an experienced and motivated Part-Time Paraplanner to join our team. This role is tailored to accommodate individuals with family commitments, offering a flexible schedule of 3 days a week. As a Paraplanner, you will play a crucial role in supporting our financial advisors and contributing to the overall success of our firm.

Key Responsibilities:

• Collaborate with financial advisors to gather client information and assess financial goals.
• Prepare and write accurate and comprehensive SOAs and ROAs.
• Conduct research on investment products, market trends, and financial regulations.
• Complete projections and modelling. 
• Assist in the preparation of client meetings, ensuring all documentation is in order.
• Stay updated on industry changes and compliance standards.
• Provide administrative support to the advisory team as needed.

Qualifications:

• Proven experience as a Paraplanner in the financial services industry.
• Strong understanding of financial planning concepts and investment products.
• Proficient in financial planning software and Microsoft Office Suite.
• Excellent attention to detail and organizational skills.
• Ability to work independently and collaboratively within a team.
• Strong communication and interpersonal skills.

Benefits:

• Flexible work schedule (3 days a week) to accommodate work-life balance.
• Competitive compensation based on experience and qualifications.
• Opportunity for professional development and growth within the company.
• Supportive and inclusive work culture.

How to Apply: If you are a talented Paraplanner looking for a part-time opportunity that values work-life balance, we invite you to apply. Please submit your resume or call James on 0451 831 ***. 

We look forward to welcoming a dedicated and family-oriented Paraplanner to our team in Sydney.