Paraplanner
On-site
Core
Prepare technically sound, compliant advice documentation and modelling for Wealth Advisers to deliver high-quality financial advice.
Role type
Paraplanner
Builds
Client financial advice documentation and investment/retirement modelling
Domain
Financial advice and wealth management
Deliverable
client delivery
Required skills
Superannuation knowledge, retirement planning, investment strategy, insurance planning, taxation strategies, compliance documentation, financial modelling
Preferred skills
None stated
Technologies
None stated
Responsibilities
Prepare compliant advice documentation for Wealth Advisers, create financial models for client strategies, translate complex advice into clear client-facing documents
Seniority
Experienced