Paraplanner (Australian Experience Mandatory)

Company Description Stratagem Wealth is a financial services firm focused on helping clients build, manage, and protect their wealth through comprehensive planning and tailored investment strategies. The firm emphasizes objective advice, long-term relationships and a client-first approach. Team members collaborate closely to deliver detailed financial analyses and clear recommendations that support informed decision-making. Stratagem Wealth values integrity, professional growth, and the use of modern tools and technology to provide efficient, high-quality service.
Role Description The Paraplanner role at Stratagem Wealth is a full-time remote position supporting financial advisors in delivering high-quality advice to clients. Day-to-day responsibilities include gathering and organizing client financial information, preparing detailed financial plans and building reports and presentations that clearly explain strategies and recommendations. The Paraplanner will assist with investment and cash-flow analyses, scenario modeling, and plan updates based on changing client circumstances. The role also involves maintaining accurate records in planning and CRM software, coordinating with advisors on meeting preparation, and ensuring that documentation and recommendations align with firm standards and regulatory requirements.
Qualifications
Candidates should possess strong Financial Planning (Minimum two years Australian Financial Planning experience) and Finance skills for developing and reviewing comprehensive client plans.
Prior experience in Australian financial planning is Mandatory.
Candidates should possess solid Analytical Skills and Investments knowledge for evaluating portfolios, assessing risk, and modeling scenarios.
Candidates should possess effective Report Writing skills for creating clear, concise, and client-friendly documentation and presentations.
Candidates should have excellent attention to detail, organizational skills and proficiency with financial planning software and Excel.
Candidates should demonstrate strong written and verbal communication skills and the ability to work independently in a remote environment.
Relevant education such as a degree in Finance, Economics, Accounting, or a related field; progress toward CFP® or similar designation is an advantage.

Work arrangement
Yes