Senior Paraplanner

The Role

Reporting to the Financial Advisers and Partner, you will be responsible for the preparation and completion of Statements of Advice (SoAs) and Strategy Documents, along with assisting in the preparation and review of Records of Advice (RoAs). You will work closely with advisers, client services and external providers to ensure advice is accurate, compliant and efficiently implemented.

This is a senior technical role with autonomy, variety and no direct people management.

Key Responsibilities

• Prepare high-quality SoAs and Strategy Documents from adviser briefs
• Research and document holistic advice solutions across superannuation (including SMSFs), investments and insurance
• Draft, review and refine advice documentation to a high professional and compliance standard
• Liaise with advisers to clarify strategy, address feedback and finalise advice
• Prepare portfolio analysis and Records of Advice u...