Senior Paraplanner

  • Australia
  • Sydney
  • Contract
  • AU$500 - AU$550 per day

Talent International are currently recruiting for an experienced Senior Paraplanner to work for a well-regarded Superannuation firm in Sydney. This position will be a 2-3 month initial contract with the view to extend. This is a part time position (3-4 days per week). This is a fantastic opportunity to join a collaborative team and work on a variety of advice strategies within a leading financial services organisation. The position is paying between $500-550 per day plus superannuation. This is a fantastic opportunity to join a collaborative team and work on a variety of advice strategies within a leading financial services organisation.

Key Responsibilities:

  • Providing support to 16 Financial Advisors
  • Prepare professional and compliant Statements of Advice (SOAs) in collaboration with financial advisers.
  • Conduct research and strategy development across a wide range of financial planning scenarios.
  • Support financial modelling and analysis using industry tools.
  • Ensure advice documents meet all compliance and legislative requirements.
  • Consistently meet quality and productivity targets within agreed timeframes.

Essential Requirements:

  • 3+ years’ experience in paraplanning, with exposure to a broad range of advice strategies (superannuation, retirement, investments, insurance, etc.).
  • Previous Superannuation industry experience
  • Proficient in Xplan, particularly WealthSolver and Xtools.
  • A self-starter who thrives working independently and can quickly adapt to new environments and hit the ground running
  • Strong attention to detail with excellent written and verbal communication skills.
  • Previous contracting experience or work across multiple licensees will be highly regarded.
  • Education / Qualifications in Financial Planning would be ideal

Why Join?

  • Flexible, part-time contract suited to experienced professionals.
  • Attractive daily rate and central Sydney location.
  • Supportive team environment with opportunity to work autonomously.
  • Immediate start – make an impact right away.

If you’re an experienced Paraplanner looking for your next short-term opportunity, apply now or contact Jessica Abboud on 02 8240 9516 for a confidential discussion.

Apply now

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