Senior Paraplanner

Are you an experienced paraplanner skilled in supporting HNW clients with tailored financial solutions?Excellent opportunity to work for a leading financial planning practice, with great culture & career growth opportunities based in Melbourne's CBD.What you'll do:Supporting the Financial Planners with the preparation of client strategies and advice documents including SOA's and ROA'sCreation of strategies in tandem with the Financial PlannerConducting comprehensive research and projections for financial plansLiaising with your team and ensuring efficiencyAbout You:Previous experience within a financial planning firmMin 3 + years in a paraplanning roleStrong attention to detailExperience with Financial Planning software (Xplan, Plutosoft)Excellent written and verbal communication skills
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