paraplanner in Sydney CBD

Sydney CBD, New South Wales
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job description

This well regarded financial planning firm has a very strong reputation in the Australian market, providing outstanding advice to a wide, diverse, and affluent range of clients. Based in the CBD in very nice and professional offices, their team is made up of some of the top financial advisors in the Australian financial services industry.

In this role you will work alongside an energetic and high performing team of Financial Advisors and Paraplanners and will have the opportunity to work across a diverse client portfolio, developing detailed and accurate financial advice and SOAs for them. This role will suit enthusiastic and hardworking people looking for career development opportunities and a friendly work environment.

You will need to be degree qualified and having completed your DFP and ADFP or studying towards it. A minimum of two year of experience in a Paraplanning role is required and good XPLAN experience is preferred. The right person will be rewarded with an excellent salary and bonus package and will have the flexibility to work overtime for double pay.

To apply online, please click on the appropriate link. Alternatively, for a confidential conversation, please contact Jeremy O’Connor on 02 8298 3808 or email

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