Paraplanner National Firm
A leading national financial services firm is seeking an experienced Paraplanner for their Melbourne team. Join a firm known for its supportive team environment , commitment to professional growth , and genuine work-life balance.
Your New Opportunity
Working closely with experienced advisors , you will play a critical role in preparing advice documentation and managing investment administration to support a high-quality client experience.
What You'll Do:
- Draft Statements of Advice, Records of Advice, portfolio reviews, and investment strategies.
- Manage new client onboarding and client administration tasks, including cash movements and investment paperwork.
- Prepare performance calculations and support technical analysis.
- Liaise with banks, platform providers, and fund managers.
- Support advisors by managing queries and preparing reports.
What You'll Bring:
- Minimum 2 years’ experience in paraplanning or a similar financial services role.
- Tertiary qualifications in Commerce or Finance (or currently completing).
- RG146 Compliance or Graduate Diploma of Financial Planning (or currently completing).
- Strong communication skills, attention to detail, and the ability to multi-task.
- Proficiency in Microsoft Office and exposure to portfolio software.
- A collaborative mindset and a strong interest in investment markets.
- Experience with Xplan is desirable but not essential
At Randstad, we are passionate about providing equal employment opportunities and embracing diversity to the benefit of all. We actively encourage applications from any background.
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