Senior Paraplanning Specialist

**Senior Paraplanning Role**

We are seeking a seasoned paraplanner with expertise in developing comprehensive financial strategy papers and handling full client implementation. The successful candidate will be responsible for creating technically sound Statements of Advice (SoAs) and Records of Advice (RoAs), conducting detailed financial modelling, legislative research, and product analysis.

Key Responsibilities:

• Prepare compliant, technically sound SoAs and RoAs.
• Conduct detailed financial modelling, legislative research, and product analysis.
• Use XPLAN to construct advice documents in line with ASIC and licensee standards.
• Build and draft comprehensive financial strategy papers, clearly outlining the rationale, benefits, risks, and implementation approach for recommended strategies.
• Translate complex financial scenarios into clear, client-ready written strategies.
• Collaborate with advisers to refine and present strategy documentation during the advice process.
• 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.
• Communicate with clients and providers to ensure accuracy and timeliness of all implementation tasks.
• Identify and improve operational bottlenecks to drive efficiency.

Required Skills and Qualifications:

• Minimum 4 years' experience in paraplanning or technical financial advice support roles.
• Strong understanding of Australian financial advice regulations, compliance, and client strategy.
• Demonstrated experience in developing detailed strategy papers and advice narratives.
• Advanced working knowledge of XPLAN (mandatory) and GoHighLevel (GHL) (preferred).
• Excellent written English and technical communication skills.
• Strong time management and task prioritisation skills.
• Proven ability to take ownership, work autonomously, and deliver results at a high standard.

What We Offer:

• 100% remote work, stable full-time position.
• Opportunity to work with an award-winning boutique advisory firm.
• Clear career progression and performance-based growth opportunities.
• Collaborative culture that values performance, ownership, and innovation.
• Exposure to complex, high-net-worth client strategies.

How to Apply:

• Email your CV and a short cover letter describing your experience and why you're a great fit for this role.