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Senior Paraplanner

Succession Recruitment - Newcastle, NSW

Banking & Finance
Source: uWorkin


Our client is a well-established Financial Planning firm who pride themselves on long standing client relationships and an excellent market reputation. A role has become available for a Senior Paraplanner to join the firm, working closely with the Principal and a senior Financial Planner to produce multi-strategy SOA's. 

It’s a good opportunity to join a firm with a great team culture and work environment. You’ll be supported by an admin team, to allow you to concentrate on supporting the senior Planners. You’ll be involved in a broad range of Plan strategies including Investment Planning, Transition to Retirement, Tax, Insurance and SMSF. You’ll be a key point of contact for clients and involved in some Review meetings. There is potential for the role to develop in the future, should you be seeking a career as an Adviser in the longer term.

The successful candidate will ideally have: 

  • 6 years' + experience in a Paraplanning role
  • Strong Xplan experience
  • Experience writing multi-strategy plans
  • Knowledge of SMSF, Superannuation, Investments and Insurance products.
  • Excellent written and verbal communication 
  • Strong time management skills
  • RG146 Accredited and hold the ADFP 

For a confidential discussion and more information, please call Tessa Buckland 0410 881 132, click Apply, or email your resume to [email protected]