Paraplanner (Homebased)

Key Responsibilities

• Prepare Statements of Advice, Records of Advice, and strategy documents

• Conduct technical research and strategy modelling

• Analyze client data and financial positions

• Ensure all advice documents meet compliance and regulatory standards

• Work closely with financial advisers to refine and implement strategies

Qualifications

• 5 to 7+ years experience as a Paraplanner within an Australian financial advice firm

• Strong technical knowledge of superannuation, pensions, investments, insurance, and retirement strategies

• ASIC RG146 compliant

• Relevant tertiary qualification in Financial Planning, Commerce, or similar

• Experience using Plutosoft (Nice to have)

• Experience with other financial modelling or advice software (Nice to have)

• Progress toward or com...