Paraplanner

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 include:

• 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 

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