Are you an experienced Paraplanner? Are you looking for a career in Paraplanning or support on your journey to become an adviser. If this is you and you are looking for a company that supports your development, we want to hear from you!
Job Summary
Our team of Paraplanners is responsible for the creation of high-quality advice documents and product research for our team of employed and external advisers. The client experience is at the centre of everything we do. We place a high priority on the accuracy and technical expertise of our teams, and we value the way this positively impacts a client’s journey with us.
Key Responsibilities
The responsibilities of the Paraplanner role include:
- Production of high quality advice documents that meets compliance requirements and support great client outcomes.
- Review submissions to raise queries that enhance the efficiency of preparing the advice.
- Review completed advice to enhance the quality of the advice document.
- Supporting junior team members with coaching and knowledge sharing.
- Complete accurate research on changes to products, services, legislation, and strategy options.
- Collaborate with Advisers and Associate Advisers in the production of advice documents.
- Complete strategy analysis such as product cost comparisons, indicative quotes and capital projections.
The Benefits to You:
- A supportive team and leader dedicated to your development and progression.
- A competitive salary package + opportunity to participate in the bonus scheme.
- Hybrid working arrangements, once you have completed probation.
- A workplace that is welcoming & supportive of employee growth and development.
- Access to a successful Adviser development program with a proven track record of building quality advisers.
To be successful in this role you will require:
- A client centric attitude and be willing to learn.
- Excellent time management skill and ability to meet deadlines.
- High attention to detail.
- Exceptional written and verbal communication skills.
- Relevant industry qualification (Undergraduate degree in Business, Economics, Commerce or Diploma of Financial Planning) will be highly regarded.
- Previous paraplanning experience with a minimum of 3 or more years in similar role.
- Advanced technical and strategic skills.
- Advanced knowledge of Xplan including Risk Researcher, WealthSolver and CALM.
- Sound understanding of a range of technical strategies including SMSF, Insurance, Product Replacement, Gearing and Social Security is highly preferable.
The Company Background:
First Financial is a Melbourne based advice firm focused on delivering holistic, tailored wealth management solutions. Our clients range from young professionals building wealth, through to retirees and business owners with more complex financial needs.
What sets us apart is our client-first philosophy and our commitment to long-term relationships, exceptional service, and strong governance. We bring together advisers, investment professionals, and in-house specialists to ensure our clients feel confident and supported in achieving their financial goals.
This role offers exposure to a broad range of Advice and the opportunity to grow within a professional, collaborative, and high-performing environment.
Outsource providers and those residing outside of Melbourne Victoria, please do not apply.
Ready to make your move? Click Apply and join a team where your skills matter.
