Paraplanner - 002 - 00130

Job Role: Paraplanner
Full- time | Independent Contractor
Salary Budget:Upgrade to see actual infoAUD

Key Responsibilities:
Prepare comprehensive SOAs and ROAs in line with compliance requirements.
Conduct product comparisons and strategy modelling for superannuation, insurance, and pension products.
Assist in the setup and structuring of Self-Managed Super Funds (SMSF) for property investment.
Utilize financial planning software such as Xplan, Midwinter, and AdviserLogic for research and documentation.
Work closely with senior planners to implement tailored financial strategies for clients.
Ensure all financial plans and recommendations comply with regulatory guidelines.
Maintain accurate client records and liaise with advisers to refine financial strategies.
Adapt to and learn new financial planning software, with training provided for Intelliflow.

Minimum of 3 years of experience in a paraplanning role.
Strong understanding of financial planning principles and regulatory requirements.
Proficiency with financial planning tools such as Xplan, Midwinter, and AdviserLogic (experience with Intelliflow is an advantage but training will be provided).
Experience in SMSF property advice, including setting up SMSFs and facilitating property acquisitions within them.
Strong analytical skills with the ability to model financial strategies effectively.

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