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Elite Financial Planner
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We are seeking a skilled Senior Financial Planning Professional to join our elite remote team. The ideal candidate will have a minimum of 4+ years of experience in the financial advice industry and possess a strong understanding of Australian financial advice regulations, compliance, and client strategy.
The successful applicant will be responsible for:
- Preparing compliant Statements of Advice (SoAs) and Records of Advice (RoAs).
- Conducting detailed financial modelling, legislative research, and product analysis.
- Building and drafting comprehensive financial strategy papers.
Key qualifications include:
- Minimum 4 years' experience in paraplanning or technical financial advice support roles.
- Strong time management and task prioritisation skills.
- Proven ability to take ownership, work autonomously, and deliver results at a high standard.
- Degree in Financial Planning, Accounting, Business, or related field (preferred but not essential).
We offer:
- 100% remote work, stable full-time position.
- Clear career progression and performance-based growth opportunities.
- Collaborative culture that values performance, ownership, and innovation.
