
Senior Paraplanning Professional
1 week ago
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
- 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
- Client Support & Service:
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