Financial Advisor

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Were seeking an experienced Financial Services Paraplanner to support Australian advisers across advice preparation, compliance documentation, and strategy implementation. This role is suited to a highly experienced paraplanner with deep exposure to Australian advice frameworks and strong technical and written skills.

Key Responsibilities

• Prepare and maintain Statements of Advice (SOAs) and Records of Advice (ROAs) in line with Australian regulatory requirements
• Work closely with advisers to translate advice strategies into compliant, client‑ready documentation
• Conduct product research across Australian investment platforms, superannuation, and insurance providers
• Prepare strategy modelling, projections, and comparisons using AdviserLogic
• Liaise with advisers and internal teams to support implementation of advice