_{28th March, 2025}

The Company:
Our client is an award-winning Financial Advice firm that has been servicing their highly established client base for over 25 years. They are passionate about providing quality advice for their clients so that they can achieve their long-term financial goals.

The Role:
Due to growth our client is seeking an experienced Senior Paraplanner to support a team of Senior Advisors with the strategy, research, modelling and compliance for their holistic client portfolios. Your core duties will include:  

• Preparation of SOAs and ROA’s
• Conducting research
• Data analysis
• Comprehensive financial modelling
• Liaising with Financial Institutions and Product Providers
• Providing excellent client service 

About You:

• Previous Paraplanner experience
• Experience with Xplan
• Experience with Xtools+, Risk Researcher, Wealth Solver, CALM (ideal)
• RG146 qualified
• Ability to work to tight deadlines
• Excellent time management skills

The Perks:

• South Perth location
• Flexible work options - part time or full time available
• WFH 2-3 days per week.
• Paid study support and career progression
• Monthly and quarterly team events
• Salary up to $110,000 + Super 

If you are seeking your next role then Stitch Recruitment has you covered – APPLY NOW!

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