Description
We are a self-licenced boutique financial planning firm based near the Queen Victoria Building / Town Hall Station, Sydney (CBD).
Culture is very important in our firm, and the successful candidate will possess good interpersonal skills and fit into our close knit, service orientated (not revenue orientated) team. We usually have a weekly team lunch with the 10 people in our Sydney office and also do activities each quarter such as an escape room and dinner.
Our clients are mainly time-poor, white-collar professionals; and we provide holistic financial advice (on areas such as investments, private equity, cash flow, wealth creation, risk strategies, superannuation, insurance, etc).
We are offering a Full-time Paraplanner role (or part-time subject to agreement) to the right candidate to join our team.
It is an exciting opportunity to join a dynamic financial planning firm with an established client base and also a constant stream of new clients due to the media appearances made by our practice principal across television, radio, print and podcasts - making the work varied and enjoyable dealing with a wide variety of people.
Reporting to our paraplanning manager, you'll prepare market-leading Statements of Advice across a varied and technically demanding range of strategies, well beyond the scope of basic super or insurance work. You'll collaborate closely with our advisers on new engagements and ongoing strategic advice, with real input into how each piece of advice is shaped.
Our advice covers advanced areas such as super (SMSFs), MDA portfolios, private equity investments, private credit investments, & life insurances. For the right person, there's a clear pathway to authorised representative status down the track if that's a direction you'd like to grow in.
We are looking for a candidate who will be available during normal business hours (5 days a week, 9am - 5:30pm) at our Sydney CBD practice Monday, Tuesday, Thursday and Friday while working from home on Wednesday or by mutual agreement for other working arrangements
This is a great opportunity for either a paraplanner looking for a change to a firm where staff satisfaction and workplace culture is extremely important.
This role also suits an entry level financial planning candidate who is looking for a flexible, innovative working environment and looking to enter a firm with career progression opportunities available.
Please do not apply if you do not have experience in financial planning working in a financial planning firm or if you are not located in Sydney as your application will not be considered and applicants must possess Australian work rights.
The ideal candidate will possess a high level of written and verbal English, as well a keen interest in the financial planning industry.
A competitive remuneration package will be offered to the success candidate based on previous experience and other suitability criteria such as cultural fit which will be between $75,000 to $110,000 base.
Please attach your resume to your submission made.
