This list contains only the countries for which job offers have been published in the selected language (e.g., in the French version, only job offers written in French are displayed, and in the English version, only those in English).
Joining an experienced and fun team, your primary objective is to work alongside Advisers to deliver high-quality strategic advice. This role is designed for a Paraplanner who wants to 'think like an adviser,' with the opportunity to join client meetings on a regular basis. Crucially, you will be supported by a dedicated Client Services team who manage the administrative burden and paperwork follow-ups. This structure allows you to focus purely on technical strategy, complex modelling, and client relationships.
Job Responsibility:
Work alongside Advisers to deliver high-quality strategic advice
Focus purely on technical strategy, complex modelling, and client relationships
Join client meetings on a regular basis
Requirements:
Paraplanners with 2+ years of experience and proficiency in Xplan
Skills and experience in Superannuation, retirement planning, and complex projections
Construction of SOAs and ROAs for a broad range of portfolios
Understanding asset allocations and investment strategies
Direct client communication (phone and email)
High level of technical competency and the confidence to engage directly with clients