Paraplanner

The Paraplanner provides high-quality technical support to financial advisers by preparing compliant Statements of Advice (SoAs), Records of Advice (RoAs), and related documentation. The role involves conducting research, financial modelling, and compliance checks to ensure that advice strategies are accurate, effective, and aligned with client goals and regulatory obligations.

Qualifications/Requirements

• Prior experience as a paraplanner or in a technical financial planning role.
• Strong knowledge of superannuation, investments, insurance, retirement planning, and tax considerations.
• High attention to detail and ability to apply compliance requirements accurately.
• Strong research and analytical skills.
• Proficiency with financial planning software.
• Excellent written communication skills.
• Must have previous experience supporting an Australian client or employer.

Responsibili...