Australian Senior Paraplanner
Nutné:Senior
Job Purpose A senior technical role with leadership influence and end to end advice delivery. Key Responsibilities Technical Paraplanning You will be responsible for preparing high-quality, compliant advice documents and supporting advisers with strategic advice development. Key duties include:
- Researching and developing financial planning strategies for clients.
- Preparing complex and compliant Statements of Advice (SOAs).
- Preparing Records of Advice...
- Minimum 3–5 years’ paraplanning experience in financial planning.
- Strong technical knowledge of:
- Superannuation
- SMSFs
- Retirement strategies
- Personal insurance
- Experience preparing complex SOAs and ROAs.
- Strong financial modelling and research skills.
- High attention to detail and strong English...