Clarity Financial Planning is seeking a talented and dedicated Paraplanner to join our dynamic team in Kirrawee, NSW. As a Paraplanner, you will play a crucial role in supporting our financial advisers in delivering comprehensive financial planning solutions to our valued clients.
This is a full-time position, offering the opportunity to work alongside industry experts and contribute to the growth and success of our company.
What you'll be doing Researching and analysing client financial information to provide detailed recommendations and strategies Preparing comprehensive financial plans, statements, and reports for client presentations Liaising with clients, external providers, and internal teams to gather and process relevant data Maintaining accurate records and ensuring compliance with industry regulations and company policies Providing technical support and assistance to financial advisers as required Continuously developing your own skills and knowledge to stay up-to-date with industry trends and best practices What we're looking for XPLAN guru Minimum 2 years' experience as a Paraplanner or in a similar financial planning support role Strong analytical and problem-solving skills, with the ability to interpret complex financial data Excellent written and verbal communication skills, with the ability to explain financial concepts clearly Proficiency in using financial planning software and Microsoft Office applications A keen eye for detail and a commitment to providing high-quality work A collaborative approach and the ability to work effectively within a team What we offer Competitive salary and bonus opportunities Ongoing professional development and training Opportunities for career advancement within the company A supportive and fun work environment with a young energetic team Flexible work arrangements, including the option to work from home when we're comfortable with your skills Access to employee wellness initiatives and social events About us Clarity Financial Planning is a leading financial planning firm committed to helping our clients achieve their financial goals.
With over 20 years of experience in the industry, we pride ourselves on our client-centric approach, innovative strategies, and a team of highly talented and dedicated professionals.
Join us as we continue to shape the future of financial planning.
Apply now and take the first step towards a rewarding career with Clarity Financial Planning.
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