
Financial Strategy Advisor
2 weeks ago
We are seeking an experienced Senior Paraplanner to join our elite remote team. This role is ideal for a seasoned professional with a strong understanding of Australian financial advice regulations and compliance.
The successful candidate will have a minimum of 4 years' experience in paraplanning or technical financial advice support roles, with a proven ability to develop detailed strategy papers and advice narratives. They will be highly proficient in XPLAN and GoHighLevel (GHL), with excellent written English and technical communication skills.
- Main Responsibilities:
- Prepare compliant Statements of Advice (SoAs) and Records of Advice (RoAs)
- Conduct detailed financial modelling, legislative research, and product analysis
- Develop comprehensive financial strategy papers and implement client strategies
Key Skills:
- 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 and GoHighLevel (GHL)
- Excellent written English and technical communication skills
Benefits:
- 100% remote work
- Clear career progression and performance-based growth opportunities
- Collaborative culture that values performance, ownership, and innovation
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