Hybrid Paraplanner — Path to Associate Adviser (Melbourne)
Hybrid Paraplanner — Path to Associate Adviser (Melbourne)
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Melbourne, Australia
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Posted: yesterday
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Description
We are partnering with a highly regarded and growing financial advice group seeking x2 Paraplanners to join their team-oriented team environment. This is an excellent opportunity to join a business with strong systems, genuine career pathways, and a long-standing team culture where many staff have remained for years. Role 1: Senior Paraplanner Hybrid model – office-based initially, moving to 2 days WFH / 3 days office post probation. Potential pathway into Associate Adviser opportunities. About the role:
- Must have modelling CALM experience.
- Acting as a 2IC within the paraplanning team.
- Mix of SOAs across streamlined and comprehensive advice.
- Approx. one SOA per day with varied complexity.
- Streamlined advice generally 4–5 hours turnaround.
- Additional responsibilities including peer reviews and vetting work.
- Exposure to more complex and varied strategy work.
- Development opportunities for someone wanting broader responsibility. Role 2: Paraplanner Hybrid opportunity. Ideal for candidates with approximately 2–3 years' experience. You’ll be joining:
- A team of paraplanners with a mix of onshore and offshore support.
- Strong systems and established processes.
- Experience with Wealth Solver highly regarded.
- Internal employed adviser support focus. The business values team collaboration and hands‑on learning, with office interaction considered an important part of development and upskilling. If you're looking for a long‑term opportunity with genuine progression and a supportive culture, we would love to hear from you. #J-18808-Ljbffr Apply on Kit Job: kitjobau.com/job/3rnhbi
- Must have modelling CALM experience.
- Acting as a 2IC within the paraplanning team.
- Mix of SOAs across streamlined and comprehensive advice.
- Approx. one SOA per day with varied complexity.
- Streamlined advice generally 4–5 hours turnaround.
- Additional responsibilities including peer reviews and vetting work.
- Exposure to more complex and varied strategy work.
- Development opportunities for someone wanting broader responsibility. Role 2: Paraplanner Hybrid opportunity. Ideal for candidates with approximately 2–3 years' experience. You’ll be joining:
- A team of paraplanners with a mix of onshore and offshore support.
- Strong systems and established processes.
- Experience with Wealth Solver highly regarded.
- Internal employed adviser support focus. The business values team collaboration and hands‑on learning, with office interaction considered an important part of development and upskilling. If you're looking for a long‑term opportunity with genuine progression and a supportive culture, we would love to hear from you. #J-18808-Ljbffr Apply on Kit Job: kitjobau.com/job/3rnhbi
Highlights
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Company nameAdvice2Talent
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Job positionHybrid Paraplanner — Path to Associate Adviser (Melbourne)
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