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Financial Services Professional
3 weeks ago
The role of Senior Paraplanner is a critical position within our organization, responsible for providing expert advice and support to clients. We are seeking an experienced professional who can independently manage complex tasks, work efficiently in a fast-paced environment, and contribute significantly to the development of strategic advice solutions.
Key Responsibilities:- Paraplanning & Advice Support
- Develop comprehensive Statements of Advice (SoAs) and Records of Advice (RoAs), ensuring compliance with ASIC and licensee standards.
- Conduct detailed financial modeling, legislative research, and product analysis to inform advice recommendations.
- Utilize XPLAN to construct high-quality advice documents that meet regulatory requirements.
- Strategy Paper Development
- Create detailed financial strategy papers that clearly outline the rationale, benefits, risks, and implementation approach for recommended strategies.
- Translate complex financial scenarios into clear, client-ready written strategies that meet the needs of our clients.
- Collaborate with advisors to refine and present strategy documentation during the advice process.
- Implementation & Client Workflow
- Execute full pre-boarding, onboarding, and implementation of client strategies, ensuring timely and accurate execution.
- Manage rollovers, contributions, investment switches, insurance applications, and other advice actions from start to finish.
- Communicate effectively with clients and providers to ensure accuracy and timeliness of all implementation tasks.
- Systems & Process Management
- Utilize XPLAN for efficient advice production and CRM tracking.
- Leverage GoHighLevel (GHL) to manage workflows, automation, and communications, driving efficiency and productivity.
- Identify and improve operational bottlenecks to optimize performance and drive business growth.
This role requires a strong understanding of Australian financial advice regulations, compliance, and client strategy, along with excellent written English and technical communication skills. If you are a motivated and experienced professional looking to take your career to the next level, we encourage you to apply for this exciting opportunity.
