Paraplanner

About the Role
Support a team of senior advisers by producing high‑quality advice documents for a growing HNW and UHNW client base. Work closely with advisers, associates and internal leaders to deliver compliant, holistic strategies as the business continues its expansion.

• Review advice strategies for holistic, goals‑based advice

• Complete research, comparisons and financial projections

• Generate SOAs and ROAs for complex client scenarios

• Liaise with advisers, associates and admin support

• Review paraplanners’ documents where seniority applies

  Skills & Experience

• Minimum 2 years of Paraplanning experience

• Studies in financial planning underway or completed

• Knowledge of trusts, companies and SMSFs advantageous

• Experience with HNW/UHNW clients beneficial

• Proficient in Xplan

  Benefi...