
Highly Skilled Financial Strategist Wanted
1 week ago
Senior Paraplanner Role Overview
Pure Private Wealth is seeking a skilled Senior Paraplanner to join our elite remote team. As a key member of our financial advisory team, you will be responsible for preparing technical advice, implementing client strategies, and developing comprehensive financial strategy papers.
Key Responsibilities:
- Conduct detailed financial modelling and legislative research to support client strategies
- Prepare and draft comprehensive financial strategy papers outlining the rationale, benefits, risks, and implementation approach for recommended strategies
- Translate complex financial scenarios into clear, client-ready written strategies
- 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
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