Paraplanner

We are seeking a motivated and versatile individual to join our small but growing financial planning business. The ideal candidate will play a vital role in assisting our financial adviser by providing para-planning expertise while also contributing to various administrative tasks to ensure the smooth functioning of our operations.

Responsibilities

Collaborate with financial adviser to prepare SOA, ROA and strategy notes for clients.

Conduct research on Superannuation products, investment options, and insurance products.

Assist in constructing complex financial models and scenarios to support client recommendations.

Prepare and review client documents, including investment proposals and retirement plans.

Ensure compliance with industry regulations and internal standards.

Qualifications

Proven experience in paraplanning within the financial services industry.

Proficiency in financial software including Xpl...