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Competitive Salary + Benefits | Exclusive Opportunity
Are you an experienced Paraplanner or Trading Administrator seeking the next step in your career? This is a rare opportunity to join a multi-award-winning, progressive financial planning firm that is recognised for delivering exceptional client service and industry-leading advice.
This role is ideal for someone with strong trading expertise who enjoys a varied mix of responsibilities, including trade execution (70-80%) and high-level paraplanning. You will work closely with Advisers and the Paraplanning Manager, supporting complex financial strategies and ensuring smooth operational processes.
Key Responsibilities:
* Execute and settle trades accurately and efficiently via platforms such as Fusion and SEI Trading engine, ensuring compliance with tight deadlines.
* Collaborate with Advisers and the Paraplanning Manager to produce high-quality suitability reports and assist with the preparation of advice documentation.
* Act as a technical resource to the planning team, ensuring seamless client service.
* Stay up to date with product, process, and regulatory changes to maintain high compliance standards.
Key Requirements:
* 2-3 years’ experience in Paraplanning or a similar technical Administrator role, with strong trading knowledge.
* Proficiency with trading platforms such as Fusion and SEI.
* Exceptional attention to detail and the ability to work under pressure and to strict deadlines.
* Strong communication and collaboration skills.
What’s on Offer?
* Join a forward-thinking, multi-disciplinary team where career development and technical excellence are a priority.
* A collaborative, inclusive culture that encourages innovative thinking.
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