senior paraplanner in sydney cbd

job type
apply now

job details

sydney cbd, new south wales
job category
banking & financial services
job type
reference number
00 00
apply now

job description

This financial planning firm operates under the umbrella of a leading dealer group in Australia and is known for providing outstanding financial advice to a well established and loyal client base. Their Sydney CBD office is made up of very successful Financial Planners who work in a collaborative environment to achieve great outcomes.

In this role, you will be responsible for writing accurate, strategic and compliant financial Statement of Advice and Records of Advice. You will be a technical specialist and will be coaching staff within the office, including Senior Financial Planners and Client Service Officers. This is a great opportunity for a Senior Paraplanner to take the next step in their career.

You will need to be ADFP compliant. You will have a minimum of 5 years experience working in a paraplanning role. You will have very good technical knowledge around holistic and comprehensive advice and will also have excellent communication skills. The right person will be rewarded with a very attractive salary package and the opportunity to work in a great work environment.

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


Paraplanner, Paraplanning



educational requirements

Associate Degree/Diploma