Advisor Support/Paraplanner

Job Description

Advisor Support/Paraplanner Location: Moorabbin, Victoria |Full-Time (In-office 5 days) Salary: $70,000–$80,000 + Superannuation (Negotiable)About the Role: Our client is a well-established family business dedicated to providing high-quality financial advice to their clients. Specializing in Life Insurance and Income Protection cover, they offer expert guidance and personalized solutions. With a modern open-plan office, on-site parking, and a commitment to career progression and professional development (including PY opportunities), they foster a supportive and collaborative team environment. Their team also enjoys four social events annually!We are seeking an experienced and dedicated Paraplanner to join their team. This full-time, office-based role focuses on delivering exceptional support to advisers and ensuring the best outcomes for clients.Key Responsibilities: Preparing compliant and comprehensive Statements of Advice (SoAs) and Records of Advice (RoAs) for risk insurance. Conducting detailed research and analysis on risk insurance products. Assisting advisers in developing tailored risk insurance solutions for clients. Maintaining up-to-date knowledge of products, market trends, and regulatory requirements. Liaising with insurance providers and using software to obtain quotes and policy information. Ensuring client documentation is accurate and compliant, including database management. Providing technical support and guidance on life insurance queries. Contributing to process and system improvements within the business. Managing incoming calls, scheduling meetings, and offering general administrative support. About You: Experience in the Financial Services industry is highly valued. A true team player with excellent relationship-building skills. Strong communication skills, both written and verbal. Intermediate proficiency in Microsoft Outlook, Word, and Excel. High attention to detail and the ability to take initiative. Strong organizational skills with the ability to multitask. Capable of handling confidential information with discretion. Proactive, eager to learn, and adaptable to change. Why Join Our Client? Work in a modern, open-plan office with on-site parking. Access to career progression and professional year (PY) opportunities. Be part of a supportive team culture with four social events annually. Enhance your skills and grow your career in a stable, family-run business. If you’re a proactive professional seeking your next long-term role and want to contribute to the success of a growing family business, we’d love to hear from you!If you are ready to take the next step in your career and make a positive impact within a dynamic team, we encourage you to apply today.For a confidential discussion about this opportunity, please call Lachie Young on 0411 931 034 or send your application to At Fuse, we specialise in recruitment for the wealth management industry and actively source for a broad range of established clients. If you are a financial planning or mortgage broking professional looking for your next opportunity, we'd love to hear from you! If you know someone looking for a job, refer them to us and we'll give you $500* if we find them a new role! #SCR-lachlan-young#ChooseFuse#J-18808-Ljbffr