🎁 Before you apply, rehearse this interview. Create your free WorkMundi account and get an Interview Training on HelpsYouSpeak — no cost, no card. I want my training →
Job Purpose A senior technical role with leadership influence and end to end advice delivery. Key Responsibilities Technical Paraplanning You will be responsible for preparing high-quality, compliant advice documents and supporting advisers with strategic advice development. Key duties include: • Researching and developing financial planning strategies for clients. • Preparing complex and compliant Statements of Advice (SOAs). • Preparing Records of Advice... • Minimum 3–5 years’ paraplanning experience in financial planning. • Strong technical knowledge of: • Superannuation • SMSFs • Retirement strategies • Personal insurance • Experience preparing complex SOAs and ROAs. • Strong financial modelling and research skills. • High attention to detail and strong English...