About the role

At Empire we approach advice differently to most advice firms, and as one our Technical Advisors (paraplanner) you'll play a pivotal role in that differentiated approach.

This is a full-time paraplanning role based in our office in beautiful East Perth. As a Technical Advisor at Empire Financial Group, you will be a key member of our Financial Planning team, responsible for providing comprehensive support to our Financial Advisors.

What you'll be doing

Preparing detailed financial plans, statements of advice and research reports for client meetings

Conducting thorough research, analysis and modelling to identify appropriate strategies and financial products for clients

Maintaining client records and documentation in accordance with compliance requirements

Collaborating closely with Financial Advisors to deliver an exceptional client experience

Staying up-to-date with changes in legislation, regulations and industry best practices

Providing support and guidance to more junior members of the team

What we're looking for

Relevant tertiary qualification in financial planning, accounting or a related field

3-5 years of experience as a Paraplanner or in a similar financial planning role

Strong technical knowledge of financial planning, investment and superannuation products

Excellent research, analytical and problem-solving skills

Exceptional written and verbal communication abilities

Meticulous attention to detail and ability to work to strict deadlines

Commitment to ongoing professional development and staying up-to-date with industry changes

What we offer

At Empire Financial Group, we are committed to providing a supportive and flexible work environment that enables our people to thrive. In addition to a competitive salary, we offer:

An inclusive, social, and collaborative team culture

Ongoing training and development opportunities

A clear growth and career path in a growing business

An amazing location in East Perth, with cafes, restaurants, the Swan River and picturesque lunchtime walks all on our doorstep

About us

Empire Financial Group is one of Perth's leading financial advice and wealth management firms, with a strong focus on building long-term relationships with our clients. Our mission is to empower individuals and businesses to achieve their financial goals through personalised advice and tailored solutions. As an employer, we are committed to fostering a diverse and inclusive workplace where our people can reach their full potential.

If you're passionate about a career in financial planning and want to join a dynamic and forward-thinking team, we encourage you to apply now.

Empire Financial Group Pty Ltd

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