paraplanner - senior in Melbourne CBD

Melbourne CBD, Victoria
job type
reference number
apply now

job description


Our client is a progressive boutique financial planning firm in the city with a mission to create the highest quality of life for people. This is an ideal opportunity for experienced paraplanners looking for their next challenge. You will be located in the CBD in an attractive and professional office, working alongside industry leaders in financial planning.

The Role

You will be developing detailed and accurate strategic advice and SoA’s based on clients needs. Your role will have a wide scope and you will be involved in a range of projects along with dealing with advisers for technical queries.

The Ideal Candidate

Minimum of 2-3 years of paraplanning experience across a variety of basic and complex strategies
RG14 compliant (necessary)
Coin or Xplan experience
Exceptional communication skills
Analytical and attention to detail


To apply online, please click on the appropriate link. Alternatively, please contact Geraldine on 8319 1165 or email

apply now