Senior Financial Planning Coordinator
1 week ago
Job Overview
A Key Role in Financial Planning SupportThis position plays a crucial component in delivering accurate, compliant, and tailored financial strategies to clients.
Main Responsibilities- Prepare Statements of Advice (SOAs) and Records of Advice (ROAs) in compliance with regulatory requirements
- Conduct research and analysis on superannuation, insurance, investments, and retirement planning strategies
- Liaise with advisers to clarify client objectives and develop customized recommendations
- Maintain precise records and ensure all advice meets legislative and regulatory standards
We are seeking professionals with:
- Prior experience as a paraplanner within financial planning or wealth management
- Strong technical knowledge across superannuation, investments, insurance, and retirement planning
- Excellent attention to detail and written communication skills
- Relevant qualifications in financial planning or working towards completion
A collaborative team environment, ongoing professional development opportunities, and a career path for advancement into senior technical or client-facing roles.
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