Para Planner

We are looking for a skilled Para Planner to join a growing Australian financial planning team. Primary responsibilities will be to support financial planners in the preparation of Statements of Advice (SOAs), Records of Advice (ROAs), and ongoing client review documentation, ensuring accuracy and compliance with regulatory and licensee requirements. You will also liaise with clients, product providers, and other stakeholders to facilitate smooth advice preparation, implementation, and post implementation review.

Key Responsibilities

• Assist financial planners in preparing Statements of Advice, Records of Advice, and review documents
• Conduct research on investment, superannuation, insurance, and retirement strategies to support advice recommendations
• Prepare product and strategy comparisons, projections, and modelling outputs for adviser review
• Collect and verify client information, product disclosure documents, and s...