Paraplanner

Job Description

Need a new exciting challenge where you can make a difference? 

We have an enticing opportunity for an experienced Paraplanner to join our Australian Team.  You will be researching, analysing and providing information to our team of Advisers for a smooth delivery to our clients.  Collaboration will be key as you work with a range of people including Partners/Advisers, Client Services, Compliance, Accounting, Investment and Research Services.  

Take a look at your Typical Week:

• Manage workflow turnaround from our third party Paraplanning provider on behalf of Financial Advisers, 
• Conduct product comparisons & insurance needs analysis
• Liaise with internal and external parties on behalf of Advisers as required
• Perform post vetting of all simple and complex Statements of Advice

Perks We Offer:  Findex values your growth and well-being.

• A structured career development pathway and the opportunity for personal and career growth
• Gain exposure to a broad range of financial strategies and financial professionals 
• Great work/life balance – work from home and/ or the office 
• A supportive team and an active social club

Let’s talk about you!

• Demonstrated experience in Paraplanning
• Bachelor’s degree in a relevant area of study (e.g. Finance)
• Experience using Xplan or something similar
• Experienced in the formulation of Wealth advice, as well as across a variety of strategies and products (including MDA) 
• Exceptional communication skills, professional presentation & a passion for advice quality, accuracy and timeliness.

Our Team Culture:

Be a part of our growing, supportive, positive, and collaborative team. Connect with stakeholders locally and nationally as we work together towards shared success.  We will train and support you so a can do attitude and an eagerness to grow will be highly valued.

Why Findex? #writeyournextchapter 

We attract, retain, and promote people who share a sense of purpose and belonging. And we have a passion for creating opportunities for growth and sustainability that ripple throughout our communities. 

Findex are a privately-owned provider of integrated financial services and offer an extensive range of wealth management, investment, lending and insurance services to help individuals and businesses manage and grow their wealth and protect their assets.

Next Steps?

Apply now – we can’t wait to hear from you! Please note, you will be directed to our careers page to apply.

Please note: Only candidates with valid work rights within Australia/New Zealand in which this position is based will be considered.

Findex is an equal opportunity employer. We value diversity and are committed to creating an inclusive environment for all employees and encourage applications from candidates with a variety of strengths, backgrounds and experiences.

Note for Recruitment Agencies:

This role is being managed by Findex Talent Acquisition and we will not accept unsolicited resumes/applications from Recruitment Agencies.