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Form of work
SalaryWhy Do We Need You?
Toro Wealth specialises solely in retirement planning advice for 55-65 year-olds, providing strategic advice with minimal product recommendations.
Due to rapid growth we have an exciting opportunity for an experienced Paraplanner to join our dynamic team.
What Will You Get In Return?
The opportunity to work with the founders to build a culture where everyone has the opportunity to do meaningful work and be recognised for their efforts.
Plus, you’ll get:
- A fun and very supportive work environment
- A competitive salary and bonus
- Opportunities to collaborate with a team of knowledgeable and high-achieving professionals
- Regular company events and social gatherings
- 5-weeks annual leave
- The chance to be a part of a rapidly growing business with numerous opportunities to progress into other roles
What's the Role?
Your role will include:
- Preparing Statement of Advice documents
- Preparing long-term modelling projections
- Data entry into client management software
- Working with a designated adviser to develop strategies
Who Are You?
Are you experienced in working within a financial planning firm in a paraplanning capacity? If so, we want to hear from you!
We are accepting applications from people with the following attributes:
- Friendly and easy-going
- Highly organised with good time-management skills
- Attention to detail
- A minimum 5 years' experience in a paraplanning role
- Excellent written and verbal communication skills
- Ability to work autonomously and effectively while managing your workload
- Ability to utilise Microsoft Word and Excel
- Competency in XPLAN and XTOOLS+ is essential
All applications will remain strictly confidential.
Please note that we will only be responding to applicants who meet the above criteria.
