About the role
We're seeking an experienced Paraplanner to support a growing financial planning team based in Canberra. You'll work closely with advisers and an experienced paraplanner to deliver high-quality advice documents and client outcomes.
Key responsibilities
* Prepare SOA's, ROA's and strategy documents
* Create client service agreements and working papers
* Support strategy analysis and adviser recommendations
* Attend client meetings and strategy discussions if desired
* Collaborate with advisers and support staff
* Maintain accurate client records in Xplan
Skills & Experience
* Strong experience as a paraplanner in an Australian financial planning firm
* SOA and ROA preparation skills
* Experience writing plans for holistic advice strategies
* Sound technical knowledge
* Proficient with Xplan
Benefits
* Flexible daily start and finish times
* Hybrid work options after onboarding
* Career pathway to Professional Year andfinancial adviser role (also open to career paraplanners)
* Mentorship, progression and future equity potential
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