
Financial Advisor Assistant
4 days ago
We are seeking a seasoned professional to fill the role of Senior Paraplanner.
This position is designed for an experienced individual with a minimum of 4+ years of experience in the financial advice industry.
The ideal candidate will possess strong technical knowledge, excellent written English and communication skills, and be able to work independently and as part of a team.
Key Responsibilities:
- Compliant Statement Preparation
- Prepare compliant Statements of Advice (SoAs) and Records of Advice (RoAs)
- Conduct detailed financial modelling, legislative research, and product analysis
- Utilize XPLAN to construct advice documents
Additional Responsibilities:
- Develop comprehensive financial strategy papers
- Execute full pre-boarding, onboarding, and implementation of client strategies
- Manage rollovers, contributions, investment switches, insurance applications, and other advice actions from end to end
- Minimum 4 years' experience in paraplanning or technical financial advice support roles
- Strong understanding of Australian financial advice regulations and compliance
- Demonstrated experience in developing strategy papers and advice narratives
- Advanced working knowledge of XPLAN and GoHighLevel (GHL)
- 100% remote work
- Clear career progression and performance-based growth opportunities
- Collaborative culture that values performance, ownership, and innovation
To Apply: Email your CV and a short cover letter to Admin@pureprivatewealth.com.au
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