Job Description

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Advertiser: Private Wealth PartnersMore jobs from this company

Job Information

Job Listing Date
8 Jan 2020
Sydney, North Shore & Northern Beaches
$80,000 - $100,000 (plus super)
Work Type
Full Time
Banking & Financial Services, Financial Planning

About the business

Private Wealth Partners is a boutique wealth management firm that provides ongoing strategic and investment advice to high net wealth individuals, families and businesses.

About the role

As a Paraplanner, you're passionate, positive and motivated to add to the success of our business. You will be working within a team structure not a paraplanning pool.

Your responsibilities will include:

  • Preparation of SOAs and ROAs
  • Financial modelling
  • Compliance oversight
  • Advice related project management
  • Assisting the team with ad-hoc tasks

Our ideal candidate:

  • Is happy & energetic
  • A Team player
  • Has impeccable written and verbal communication skills
  • Is confident
  • Has strong attention to detail

Has the following experience

  • Minimum 3 years in a paraplanning role
  • Xplan
  • Degree Qualified
  • RG146

Key knowledge areas include

  • Superannuation (Including SMSFs)
  • Insurance (Personal and Business)
  • Structures (Trusts, Companies etc) 
  • Lending/Gearing 
  • Estate Planning 


The application form will include these questions:
  • Which of the following statements best describes your right to work in Australia?
  • How many years' experience do you have as a paraplanner?

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