Careers
Join Our Team
We’re looking for new staff to join our team. Please see below for our career opportunities.
Senior Paraplanner
About the role
Provide ad hoc support to the Financial Planning department as required.
Work closely with Advisers and Senior Advisers to drive the plan development, delivery, implementation and ongoing Review processes behind our strategy services.
Use clear thinking skills and outstanding writing abilities to craft tailored Statements of Advice (SoA) which communicate complex strategy concepts in plain language.
Build lasting relationships with clients and ensure queries are addressed, expectations are managed and financial planning strategies are seamlessly implemented.
Drive the administration of the Portfolio Review process and participate in the firm’s Investment Committee.
Ensure advice documents are technically and legislatively sound, meet internal standards and adhere to compliance regulations.
Apply
For further information, or to apply for this role, please email your CV and Cover Letter with the subject line ' Senior Paraplanner' to contact@strategyfirst.com.au.
Junior Paraplanner
About the role
Provide ad hoc support to the Financial Planning department as required.
Build lasting relationships with clients and ensure queries are addressed, expectations are managed and financial planning strategies are seamlessly implemented.
Drive the administration of the Portfolio Review process and participate in the firm’s Investment Committee.
Ensure advice documents are technically and legislatively sound, meet internal standards and adhere to compliance regulations.
Apply
For further information, or to apply for this role, please email your CV and Cover Letter with the subject line 'Junior Paraplanner' to contact@strategyfirst.com.au.
Client Service
About the role
You will be an integral part of a team with a Financial Planner and Paraplanner, looking after a core group of clients.
Whilst looking after your group of existing clients, you will assist in welcoming new clients into the firm, being one of the first points of contact. Your role will include helping the client provide the relevant information and making the ‘on boarding process’ engaging for the client.
This will allow you to develop a strong relationship with your existing and new clients, understanding who they are and what’s important to them.
You will manage much of the contact with the clients, from personal greeting for meetings to online communication.
You will be involved with the preparation of advice documents and help implement the advice.
You will receive all the ongoing support and guidance from your ‘teammates’ that you need.
Apply
For further information, or to apply for this role, please email your CV and Cover Letter with the subject line 'Client Service' to contact@strategyfirst.com.au.
Junior Client Service
About the role
You will be an integral part of a team with a Financial Planner and Paraplanner, looking after a core group of clients.
This will allow you to develop a strong relationship with your clients, understanding who they are and what’s important to them.
You will receive all the ongoing support and guidance from your ‘teammates’ that you need.
You will provide a high level of support to the ‘office’, managing core office administrative tasks such as mail, phones, etc.
Apply
For further information, or to apply for this role, please email your CV and Cover Letter with the subject line 'Junior Client Service' to contact@strategyfirst.com.au.