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Financial Planning Specialist

1 week ago

Adelaide, South Australia Williambuck SA Full time

Are you looking for a challenging and rewarding career? Do you have a passion for finance and a desire to make a real difference in the lives of our clients?

As a Senior Strategic Paraplanner at William Buck Adelaide, you will be responsible for preparing high-quality, compliant advice documents and providing strategic insights to optimise financial planning outcomes for clients.

About the Role:

This is a key role in our Financial Advisory team, and we are looking for a highly skilled and experienced Senior Strategic Paraplanner to join our team.

Key Responsibilities:

  1. Prepare Statements of Advice (SOAs), Records of Advice (ROAs), and Investment Performance Reports.
  2. Conduct data modelling and scenario analysis to support strategic recommendations.
  3. Analyse client information and assist Advisors in developing tailored financial planning strategies.
  4. Attend client meetings with Advisors when required.
  5. Implement financial plans and portfolio changes as part of the ongoing review process.
  6. Allocate strategic team workflow and peer-review paraplanning work before submission.
  7. Train and mentor junior paraplanners, supporting their professional development.
  8. Ensure all work complies with industry regulations and internal quality standards.
  9. Use technology effectively to streamline processes and improve service delivery.