paraplanner in Brisbane CBD

Brisbane CBD, Queensland
job type
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job description

I am currently recruiting for a multiple of Paraplanning roles in the Brisbane CBD and would love to speak with you.

The requirements and profile of the job is laid out below:

  • Working with financial advisers on strategy development and research for new and existing clients
  • Consider compliance issues in relation to strategy and technical advice
  • Preparation of all advice documents
  • Liaising with clients, fund managers, superannuation funds, insurance companies and internal stakeholders
  • Xplan experience would be an advantage (Xtools+, IPS and Risk Researcher)
  • COIN experience would be an advantage
  • Either COIN or Xplan experience as a minimum
  • Experience working with debt recycling strategies desirable
  • Ability to work as part of a small team
  • Strong numerical and literacy skills
  • Strong technical skills

You will also be required to have your ADFP as a minimum and ideally hold a Tertiary qualification.

If you would like to know more please contact Phil Smith on 0416576473 or email

apply now