Paraplanner

About the role

This is an experienced paraplanning role within an Australian financial planning practice focused on private wealth. You will take ownership of advice files from start to finish, working closely with advisers to research, model and prepare advice recommendations with limited supervision. This role offers genuine input into how the paraplanning function evolves, including process improvements, research and analysis tools, advice templates, workflows, quality control processes, and new technologies that improve advice delivery. You will help build scalable advice processes for a growing private wealth practice using Intelliflo as the advice software and a range of specialist research, modelling and analysis tools.

Key responsibilities

• Prepare and manage Statements of Advice (SOAs) and Records of Advice (ROAs)

• Undertake strategic modelling and technical research

• Analyse client circumstances and identify advice opportunities

• Conduct investment, platform and product comparisons

• Research complex superannuation and retirement planning matters

• Assist advisers in developing practical and compliant advice recommendations

• Maintain high-quality file documentation and compliance standards

• Manage multiple advice files efficiently and accurately

• Identify opportunities to improve advice processes and client outcomes

About you

• Paraplanning experience within an Australian financial advice practice

• Ability to independently prepare advice recommendations and documentation from fact find through to final advice

• Experience leading the preparation of SOAs and ROAs

• Strong technical knowledge across a broad range of financial planning strategies including Self Managed Super Funds (SMSFs), superannuation and retirement planning strategies, personal taxation considerations, trust and corporate structures, personal insurance and risk advice, geared investment strategies, investment portfolio construction and analysis, and estate planning considerations

• Experience in strategic problem solving, market and industry research, industry fund comparisons, defined benefit scheme research and analysis, investment and platform research, cost and fee analysis, and evaluating alternative advice solutions and recommendations

• Excellent attention to detail and analytical capability

• Strong understanding of Australian advice regulations and compliance requirements

• Excellent written communication skills

• Proactive mindset and commitment to continuous improvement

• A desire to continue improve your own expert knowledge in all areas of advice