About us
A boutique private wealth firm with 20+ years of history, a large team and very little turnover. Clients are a loyal base of high-net-worth individuals, families and business owners.
About the role
You'll be at the core of the advice team, contributing to real client outcomes from day one.
- Research and analyse tax structures, asset ownership and portfolio construction
- Model scenarios and stress test strategies
- Prepare SoAs, RoAs and client materials
- Learn directly from experienced advisers, investment professionals and senior strategists
- 2+ years' paraplanning experience with current exposure to advice and plan construction
- Curiosity, strong attention to detail and the ability to learn quickly
- Confidence with advice technology (Xplan experience is a bonus)
- Strong communication skills and a team-first approach
- A commitment to complete your Professional Year and remain in the paraplanner role while you progress your career
