Paraplanner - Senior

Job Summary :

The Senior Paraplanner will provide end-to-end support to Australian financial advisers, preparing high-quality advice documents and performing technical paraplanning tasks. This role ensures compliance with Australian financial advice regulations, supports adviser workflows, and contributes to process improvements across offshore teams.

Key Job Responsibilities :

• Financial Planning Administrative tasks
• Prepare Statements of Advice (SOAs), Records of Advice (ROAs), strategy papers, and client review packs
• Conduct superannuation, pension, insurance, cashflow, retirement, SMSF, and investment strategy modeling
• Manage CRM updates and use financial planning software (Xplan, AdviserLogic, PlutoSoft, Worksorted)
• Review junior paraplanner work and maintain quality, accuracy, and timely delivery
• Collaborate with offshore paraplanning teams and Australian advisers
• Identify process improvements and documentation gaps

Key Job Requirements :

Preferred Attributes :