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1 day ago
We are seeking a skilled Financial Services Professional with expertise in paraplanning to join our team.
About the RoleThis senior position requires a seasoned professional with extensive knowledge of the financial advice industry, excellent communication skills and the ability to work independently.
Key Responsibilities:- Advice Support & Paraplanning
- Prepare compliant Statements of Advice (SoAs) and Records of Advice (RoAs).
- Conduct detailed financial modelling, legislative research and product analysis using XPLAN.
- Construct advice documents in line with ASIC and licensee standards.
- Strategy Development
- Create comprehensive financial strategy papers outlining rationale, benefits, risks and implementation approach.
- Translate complex financial scenarios into clear client-ready written strategies.
- Collaborate with advisers to refine and present strategy documentation.
- Implementation & Client Workflow
- Execute full pre-boarding, onboarding and implementation of client strategies.
- Manage rollovers, contributions, investment switches, insurance applications and other advice actions.
- Communicate with clients and providers for accuracy and timeliness of all implementation tasks.
- Systems & Process Management
- Use XPLAN for advice production and CRM tracking.
- Leverage GoHighLevel (GHL) to manage workflows, automation and communications.
- Identify and improve operational bottlenecks to drive efficiency.
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