Paraplanner

Job description

Your Future Strategy is a full-service professional firm consisting of Financial & Strategic Advisers, Accountants, and Mortgage Brokers. For over 15 years, we have partnered with clients to help them achieve their financial goals and long-term aspirations, driven by our passion for excellence and innovation in everything we do. As part of the Septennial Group, we are continuously evolving our advice offering to ensure we deliver the highest quality outcomes for clients. We are seeking a passionate and forward-thinking Paraplanner to join our growing national team. The Role: This is an exciting opportunity to work alongside a team of professional advisers dedicated to creating highly tailored and strategic financial solutions for clients. Unlike many traditional paraplanning roles, this position is not centered around repetitive, “one-size-fits-all” advice production. Our strategies are highly customised, varied, and often complex, requiring someone who enjoys critical thinking, problem solving, and adapting their technical expertise to unique client circumstances. As our Paraplanner, your responsibilities will include - - Developing detailed models and projections for strategies i...