Paraplanner/Research Officer

At Alex Brown Strategic Financial Planners, we are dedicated to providing personalised and strategic financial solutions to help our clients achieve financial security and success. As our firm continues to grow, we are seeking a Paraplanner/Research Officer to join our team.

This role is ideal for a detail-oriented professional with a passion for financial planning. You will work within a leading financial planning firm in Gawler, South Australia. Gaining valuable industry experience while contributing to our clients’ financial success.

Compensation: 200 to 380 Pesos per hour (Subject to experience).

Role Description:

Paraplanner/Research:
The role will be to assist the paraplanner manager in producing research for our financial advice documents. We cover a range of topics within our advice documents, but are not limited to, Investments, Insurance, Centrelink, retirement and SMSFs, with the opportunity to write advice documents.

Relationship Management:
- Respond to client inquiries with professionalism and excellent service.
- Work closely with the team to ensure seamless client support.

Authorities/Follow-up Outstanding Information
- Follow up outstanding information for Advice documents with Clients
- Third Party Authority Management (Fund Providers)

What We’re Looking For:
- Strong attention to detail & organisational skills
- Excellent communication & client service skills – Build strong relationships with clients.
- Financial planning software experience – Prior experience with industry software (We use.
- Tech-savviness & analytical ability – Proficiency in Microsoft Excel and financial analysis.
- Proactive & team-oriented mindset – Willingness to learn, adapt, and collaborate.
- Workflow management skills – Ability to prioritise and organise tasks effectively.
- Minimum of 2 years of experience with an Australian-based financial planning firm as a paraplanner.

Please provide your Resume and Cover letter for your application. Alternatively, you may email your Resume and Cover Letter documents to Upgrade to see actual info