Senior Financial Planning Advisor

5 days ago

Sydney, New South Wales, Australia beBeeCompliance Full time $90,000 - $120,000
Paraplanner Role

The Paraplanning team plays a vital role in supporting bankers by preparing high-quality, compliant, and strategically accurate advice documents.

Key Responsibilities:
  • Preparing accurate and compliant advice documents, such as Statements of Advice (SoAs) and Wholesale Advice Documents (WADs).
  • Collaborating closely with Bankers and internal stakeholders to refine recommendations, conduct detailed financial calculations, and ensure all advice aligns with compliance standards.
  • Reviewing advice submissions, maintaining detailed records, and providing coaching to Bankers on documentation standards.
What We Offer:
  • A strong understanding of financial planning principles, investment strategies, and regulatory requirements.
  • Expertise in financial planning software such as XPLAN.
  • Opportunities for professional growth and development in a dynamic and supportive team environment.

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