Senior Paraplanner – Australian Financial Planning
Position: Senior Paraplanner
Experience: 3+ years in Australian Financial Planning / Paraplanning
Employment Type: Full time
Industry: Financial Planning / Wealth Management
About the Role
We are looking for an experienced Senior Paraplanner with strong knowledge of the Australian financial planning industry. The successful candidate will work closely with Australian financial advisers and be responsible for preparing high-quality, compliant advice documents and completing complex financial planning research and modelling.
Key Responsibilities
Prepare high-quality Statements of Advice (SoA), Records of Advice (RoA) and review documents
Handle complex financial planning strategies independently
Complete strategy research, product research and comparisons
Prepare retirement, superannuation, pension and cash-flow projections
Work on SMSF, superannuation, investments, insurance and retirement planning strategies
Complete Centrelink and contribution-related modelling where required
Review client files and identify missing information before commencing advice preparation
Use adviser instructions, fact finds and file notes to develop accurate advice documentation
Ensure all advice documents meet Australian compliance and quality standards
Liaise directly with Australian advisers and client service teams regarding advice requirements
Manage multiple advice files while meeting agreed ETAs and turnaround times
Review work prepared by junior paraplanners and provide technical guidance
Assist with training and mentoring junior team members
Maintain accurate workflow and task records within the CRM/work management system
Required Skills & Experience
Minimum 3+ years of Australian paraplanning experience
Strong understanding of the Australian financial planning and superannuation environment
Proven experience preparing complex SoAs and RoAs
Strong technical knowledge of superannuation, retirement planning, investments, insura