Senior Paraplanner
Core
Senior Paraplanner preparing complex cross-border financial advice (including UK pension transfers) and Statements of Advice for Australian clients.
Role type
Senior IC financial paraplanner
Builds
Compliant Statements of Advice, Records of Advice, and financial strategy models
Domain
Australian financial advice, superannuation, retirement planning, cross-border wealth
Required skills
complex SOA writing, SMSF expertise, superannuation knowledge, retirement income modeling, investment analysis, tax planning, Best Interests Duty compliance, financial planning software proficiency, regulatory compliance knowledge
Preferred skills
mentoring junior paraplanners, UK pension transfer experience, modern advice technology (Marloo), financial planning qualifications
Technologies
financial planning software, research tools, modelling tools, Marloo
Responsibilities
Prepare complex cross-border advice and SOAs, research and model retirement strategies, review fact finds and challenge adviser recommendations, mentor junior staff, ensure compliance with Best Interests Duty, improve advice workflows and templates
Seniority
Senior, hands-on IC