Job Details
  • Reference383977B_1637825852
  • LocationSydney
  • SalaryAU$80000 - AU$90000 per annum
  • Job TypeFull Time
  • Posted14 days ago
  • ConsultantAnson Lam

The Opportunity:
An excellent opportunity has arisen for a Paraplanner to join a leading Financial Planning Practice and have the opportunity within a tight knit team, to learn and develop your career. This is the ideal role for an experienced Paraplanner with experience working in a goals focused team looking with some flexible work options to work from home.

We are seeking a motivated and driven individual with experience preparing personalised statements of advice ensuring they fit the client's lifestyle and financial planning needs. The firm focuses on retirement planning so this expeirence is essential.

The Role:

  • Develop accurate and succinct holistic Statements of Advice
  • Research products, strategies and technical issues to ensure knowledge is kept current
  • Review PDS documentation
  • Deep understanding of risk and compliance in relation to investments, insurance, superannuation both simple and complex strategies
  • Management of client portfolios
  • Work with advisers to develop quality advice for clients


Skills & Experience:

  • MUST have experience with XPLAN
  • Experience preparing SOAs, product research and selection
  • Must have strong experience with retirement planning
  • Must be degree qualified
  • 3+ years experience as a Paraplanner
  • High communication skills and analytical mindset to think outside the box

Please email anson.lam@chandlermacleod.com if you are interested in applying.