Senior Paraplanning Professional

1 week ago


Australia beBeeFinancial Full time $600,000 - $840,000
Job Opportunity: Paraplanner Specialist

We are seeking a highly skilled and experienced Paraplanner to support Australian Financial Advisers with their financial planning and advice needs.

  • Key Responsibilities:
    • Client Support & Service:
      • Assist with client onboarding, KYC verification, fact-finding, and collection of personal and financial data
      • Build and maintain strong client relationships through responsive and professional service
    • Paraplanning & Advice Preparation:
      • Conduct research and analysis on superannuation, insurance, investments, tax strategies, and retirement planning
      • Prepare compliant and high-quality Statements of Advice (SOAs), Records of Advice (ROAs), and strategy documentation
    • Implementation & Strategy Execution:
      • Coordinate the implementation of financial strategies, including product applications and transitions
    Required Skills and Qualifications:
    • Bachelor's degree in a relevant field
    • Minimum 5 years' experience in a paraplanning or financial advice support role
    • Sound knowledge of Australian financial services, including superannuation, insurance, investments, and regulatory frameworks
    • Proficiency in Microsoft Office (Word, Excel, Outlook); exposure to Xplan or CRM platforms is advantageous
    • RG146 or a Diploma of Financial Planning


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