Job Description
Paraplanner
About the company
Our client is a premier wealth management firm with a strong national presence and a rapidly expanding office in the Adelaide CBD. With the local team having doubled in size over the last six months, they offer the stability of a large firm with the energy and close-knit culture of a boutique office.
About the role
Joining an experienced and fun team, your primary objective is to work alongside Advisers to deliver high-quality strategic advice. This role is designed for a Paraplanner who wants to think like an adviser, with the opportunity to join client meetings on a regular basis.
Crucially, you will be supported by a dedicated Client Services team who manage the administrative burden and paperwork follow-ups. This structure allows you to focus purely on technical strategy, complex modelling, and client relationships.
Skills and experience
Paraplanners with 2+ years of experience and p...
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