Paraplanner
Core
Strategic paraplanning role supporting financial advisers in developing tailored advice strategies for complex member scenarios.
Role type
Senior IC financial paraplanner
Builds
High-quality Statements of Advice and supporting documentation
Domain
Financial advice / Superannuation / Retirement planning
Required skills
Technical knowledge of superannuation, retirement planning, investments, and insurance; Experience preparing Statements of Advice; Analytical and problem-solving capability; Financial planning software proficiency (e.g., Xplan)
Preferred skills
Experience in a financial advice environment; Ability to challenge assumptions and contribute strategic ideas
Responsibilities
Develop tailored advice strategies with experienced Advisers; Prepare high-quality Statements of Advice; Navigate complex member scenarios; Collaborate on evolving advice business functions