Job Description
Trading Paraplanner – Remote
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:
1. Execute and settle trades accurately and efficiently via platforms such as Fusion and SEI Trading engine, ensuring compliance with tight deadlines.
2. Collaborate with Advisers and the Paraplanning Manager to produce high-quality suitability reports and assist with the preparation of advice documentation.
3. Act as a technical resource to the planning team, ensuring seamless client service.
4. Stay up to date with product, process, and regulatory changes to maintain high compliance standards.