Remote Paraplanner - Established Advice Practice

**Our Clients:**Join an established and highly regarded professional services firm with 100+ employees across their offices, they provide Financial Planning, Accounting and Business Services Advisory services. 

We are seeking an experienced Paraplanner to join our client's Financial Planning team and provide high-quality technical and advice support to our Financial Advisers.

This role will be working with complex comprehensive advice, looking to complete around 3 plans per week. 

The Role

• Prepare SOAs, ROAs and other financial advice documentation
• Conduct technical, product and strategy research across investments, superannuation, retirement and insurance
• Analyse client information and develop appropriate financial planning strategies
• Ensure advice is accurate, compliant and aligned with relevant legislation and internal processes
• Work closely with Advisers and the broader team to manage workflows and deliver advice within agreed timeframes

About You

• 3+ years' experience as a Paraplanner, ideally working with complex strategies including SMSF.
• Strong knowledge of financial planning strategies, products and regulations
• Proven experience preparing SOAs and ROAs
• Experience with Xplan or similar software
• Strong technical, research and analytical skills
• MUST BE AUSTRALIAN CITIZEN TO APPLY

Benefits

• Fully remote opportunity
• Work with a Leading Financial Services business that has been around for over 75 years.
• Stable Permanent position and open to part-time
• Great work life balance
• Work with low volume, high quality advice

Please Apply or email [email protected] for a confidential conversation.