- Geelong Location with Future Torquay Office Potential
- Full Time
- Competitive Salary + Superannuation
We are seeking a dedicated Paraplanner to join our client’s growing financial planning practice in Geelong. This role is open to all levels of experience, from Financial Planning Graduates through to established career paraplanners, with excellent opportunities for professional development. You will work closely with the adviser team, providing client and adviser support across financial planning processes, Xplan CRM, and compliance requirements. This role offers mentoring, onboarding support, and the option of Professional Year support.
Duties and Responsibilities
- Assist advisers with the preparation of Statements of Advice (SOAs), Records of Advice (ROAs), and client strategy documents
- Support the client onboarding process, ensuring a seamless experience across advice and administration functions
- Maintain accurate client records and workflows in Xplan CRM
- Collaborate with advisers to research strategies and develop tailored financial solutions
- Provide high-level administrative and technical support to ensure compliance standards are met
Skills and Abilities
- Approved financial planning degree, or currently working towards completion
- Strong knowledge of financial planning processes and regulatory requirements
- Proficiency in Xplan CRM or the ability to quickly learn new systems
- Excellent written and verbal communication skills, with strong attention to detail
- Organised, proactive, and eager to grow within the financial planning profession
Why work with KLC?
KLC Recruitment is one of the staffing providers in a wide sector of industries providing an honest and transparent experience from start to finish. We push the limits and challenge the norms of standard recruitment to consistently recruit in an innovative manner.
- Our Recruitment Consultant will work hard and assist you to secure the right roles for your skillset
- Access to roles offered exclusively through KLC
Apply Now!
Click APPLY! Visit klcrecruitment.com.au or call (03) 9857 6756 for more information.