Advice Associate
Core
Support financial advisers by turning complex customer needs into clear, compliant advice strategies and preparing audit-ready Statements of Advice.
Role type
Paraplanner / Technical Advice Support Associate
Builds
Compliant, customer-focused advice strategies and documentation
Domain
Insurance / Financial Planning
Required skills
RG146 compliance, financial planning or personal insurance experience, paraplanning or technical advice support, strategy modeling, customer needs analysis, digital tools and AI utilization
Preferred skills
Life insurance knowledge, Xplan platform experience
Responsibilities
Explore and model smart advice strategies, products and providers; Turn complex needs into clear, compliant recommendations; Create accurate, audit-ready Statements of Advice; Uncover customer needs to shape meaningful, tailored strategies; Collaborate across teams to deliver seamless advice experiences; Harness digital tools, AI and insights to make advice even better.