Paraplanner

About this role

Overview of the role
As a Paraplanner, you'll work closely with financial planning practices to develop compliant advice documents aligned with client objectives, licensee requirements, and industry best practices.
This role is ideal for professionals who enjoy financial analysis, strategy development, technical research, and producing high-quality advice documentation.

Main duties include:
Review Fact Finds and update CRM systems
Conduct pre-flight audits of SOA files to ensure complete documentation
Participate in strategy confirmation discussions
Prepare product comparisons and quotation analyses
Perform financial modelling of current and recommended client positions
Prepare, merge, and edit Statements of Advice (SOAs) and related documentation
Maintain accurate workflow and client systems as required
Participate in ongoing professional development and technical learning initiatives
Requirements
A graduate in Accounting, Business, Engineering, or a related discipline; or
At least 2-year level standing in college with 2 years of work experience in any industry
With Advanced Diploma of Paraplanning (preferred but not required)
Experience using XPLAN or similar financial planning software is preferred but not required
Strong analytical and problem-solving capabilities
High attention to detail and accuracy
Excellent communication skills
Resourceful, proactive, and results-driven
Benefits
500K per incident HMO coverage + Dental & Optical benefits
Yearly and milestone salary increments
2-week paid Christmas vacation
Electricity & Data subsidies
25K Educational Assistance
Training and equipment will be provided
Fixed Schedule of Mon-Fri from 7 AM to 4 PM
Additional details will be discussed during the Job Offer stage.