Experienced Paraplanner | Professional Year Pathway
Profusion Group ·www.profusiongroup.com
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Ready to turn your paraplanning experience into an advice career? Join a respected Brisbane CBD private wealth firm that will support your Professional Year while you build real technical depth.
About us
A boutique private wealth firm with 20+ years of history, a large team and very little turnover. Clients are a loyal base of high-net-worth individuals, families and business owners.
About the role
You'll be at the core of the advice team, contributing to real client outcomes from day one.
About us
A boutique private wealth firm with 20+ years of history, a large team and very little turnover. Clients are a loyal base of high-net-worth individuals, families and business owners.
About the role
You'll be at the core of the advice team, contributing to real client outcomes from day one.
- Research and analyse tax structures, asset ownership and portfolio construction
- Model scenarios and stress test strategies
- Prepare SoAs, RoAs and client materials
- Learn directly from experienced advisers, investment professionals and senior strategists
- 2+ years' paraplanning experience with current exposure to advice and plan construction
- Curiosity, strong attention to detail and the ability to learn quickly
- Confidence with advice technology (Xplan experience is a bonus)
- Strong communication skills and a team-first approach
- A commitment to complete your Professional Year and remain in the paraplanner role while you progress your career
Frequently asked questions
Who is hiring for the Experienced Paraplanner | Professional Year Pathway role?
Profusion Group is hiring for the Experienced Paraplanner | Professional Year Pathway position, a Shazamme client. Apply directly on the employer's career site.
Where is the Experienced Paraplanner | Professional Year Pathway job located?
The Experienced Paraplanner | Professional Year Pathway role with Profusion Group is based in Brisbane, QLD, AU.
Is the Experienced Paraplanner | Professional Year Pathway role full-time or contract?
This is a full time position at Profusion Group.
What experience level is the Experienced Paraplanner | Professional Year Pathway role?
The Experienced Paraplanner | Professional Year Pathway position is aimed at mid-level candidates.
How do I apply for the Experienced Paraplanner | Professional Year Pathway role at Profusion Group?
Apply directly on Profusion Group's career page via the Apply button on this listing. ZammeJobs links straight through to the employer's ATS — no third-party form, no resume database.