Job description
About Our Client
DFP Recruitment is partnering with a leading global provider of financial services and advice solutions. Our client is known for its innovative approach and client-focused strategies, offering a collaborative and supportive environment that values expertise, compliance, and professional excellence.
About the Role
We’re seeking an experienced Senior Paraplanner for a 2–3 month temporary assignment. In this role, you’ll play a key part in preparing compliant and professional Statements of Advice (SOAs) and providing critical support to financial advisers. This is a fast-paced role requiring a proactive and detail-oriented professional who can work with minimal supervision.
Key Responsibilities:
#scr-harley-darmanin
Applicants new to DFP may be asked to provide additional information including work rights status via a survey link – if requested, we ask that you provide this information in order to expedite your application.
DFP welcomes applications from Aboriginal and Torres Strait Islander people, people with diverse cultural and linguistic backgrounds and people with disability. In addition, DFP will provide reasonable adjustments for individuals with disability throughout the recruitment process. If you identify as a person with disability and require adjustments to the application, recruitment, selection and/or assessment process, please advise via adjustments@dfp.com.au or 1300 337 000 and indicate your preferred method of communication (email, phone, text) so we can keep in touch and meet your accessibility needs.
By clicking 'apply', you give consent that DFP may use your personal information to process your job application and to contact you for future employment opportunities. For further information on how DFP process your personal information please review the DFP Information Collection and Privacy Policy via https://www.dfp.com.au/about-us/policies. Do not submit any sensitive personal information in your resume.
DFP Recruitment is partnering with a leading global provider of financial services and advice solutions. Our client is known for its innovative approach and client-focused strategies, offering a collaborative and supportive environment that values expertise, compliance, and professional excellence.
About the Role
We’re seeking an experienced Senior Paraplanner for a 2–3 month temporary assignment. In this role, you’ll play a key part in preparing compliant and professional Statements of Advice (SOAs) and providing critical support to financial advisers. This is a fast-paced role requiring a proactive and detail-oriented professional who can work with minimal supervision.
Key Responsibilities:
- Prepare compliant SOAs by conducting research and liaising with advisers.
- Assist with financial modelling and strategy development.
- Ensure all advice meets compliance requirements and legislative standards.
- Achieve quality and productivity targets consistently.
- 3+ years paraplanning experience across diverse advice strategies.
- Proficient in Xplan, with strong experience using Wealthsolver and Xtools+.
- Highly autonomous, proactive, and detail-oriented.
- Strong written and verbal communication skills.
- Experience working as a contractor or across multiple licensees is advantageous.
#scr-harley-darmanin
Applicants new to DFP may be asked to provide additional information including work rights status via a survey link – if requested, we ask that you provide this information in order to expedite your application.
DFP welcomes applications from Aboriginal and Torres Strait Islander people, people with diverse cultural and linguistic backgrounds and people with disability. In addition, DFP will provide reasonable adjustments for individuals with disability throughout the recruitment process. If you identify as a person with disability and require adjustments to the application, recruitment, selection and/or assessment process, please advise via adjustments@dfp.com.au or 1300 337 000 and indicate your preferred method of communication (email, phone, text) so we can keep in touch and meet your accessibility needs.
By clicking 'apply', you give consent that DFP may use your personal information to process your job application and to contact you for future employment opportunities. For further information on how DFP process your personal information please review the DFP Information Collection and Privacy Policy via https://www.dfp.com.au/about-us/policies. Do not submit any sensitive personal information in your resume.
