Job Description:
The role of a Senior Paraplanner involves assisting the Financial Planning team in creating high-quality Statements of Advice (SOA's) for review and new clients. This position requires preparation of SOA's including risk, investment, wrap platforms, and superannuation.
Responsibilities include researching client investments and product, experience in XPlan is essential, and assisting with investment review analysis.
The ideal candidate will possess a strong understanding of Financial Planning strategies, be RG146 compliant, and have at least 2 years+ working as a paraplanner in the financial planning industry.