About Donmont Capital Donmont Capital is a leading financial services firm based on the Gold Coast. We are committed to delivering exceptional financial planning services, and we're currently looking for a detail-oriented and proactive Paraplanner to join our team. This is a great opportunity for someone looking to make a meaningful impact within a dynamic and supportive environment.
No outsource paraplanning firms. Key Responsibilities As a Paraplanner at Donmont Capital, your primary responsibilities will include:
SOA Production: Prepare compliant Statements of Advice (SOAs) in a timely and accurate manner.Research: Conduct thorough research using industry tools like Risk Researcher and Wealth Solver to ensure the most suitable financial strategies are recommended to clients.Financial Modelling: Utilize Excel for data analysis, financial modeling, and creating insightful reports.XPlan Utilization: Leverage XPlan software for efficient financial planning, client management, and system optimization. Key Competencies Experience: Paraplanning experience is preferred, but not mandatory. We will consider candidates with strong transferable skills in financial planning or similar roles.Attention to Detail: High level of accuracy in all aspects of work.Independence & Teamwork: Ability to work autonomously while also collaborating with the wider team.Time Management: Efficiently manage workload and meet deadlines in a fast-paced environment. Salary Range: $60,000 – $75,000 per year (based on experience and qualifications) Why Donmont Capital? Dynamic Team Environment: Join a supportive team of professionals who are passionate about financial planning and client success.Career Growth: Opportunities for professional development and career progression in a growing business.Office-based Role: Work in a collaborative office environment with access to cutting-edge financial planning tools and resources. How to Apply If you are a dedicated Paraplanner with strong attention to detail, excellent financial analysis skills, and the desire to contribute to clients' financial success, we would love to hear from you.
Donmont Capital is an equal opportunity employer. We encourage applications from all backgrounds and experiences. Candidates with prior experience using XPlan and Excel will be highly regarded.
Please note: This is an office-based role, and we are not seeking applications from recruitment agencies or outsourcing companies at this time.