Associate Paraplanner

Position Overview:

The Associate Paraplanner supports the advice team by preparing advice documentation, conducting research and assisting with the administration and implementation of financial advice strategies. This role is designed as a development opportunity for individuals seeking to build strong technical foundations and progress towards a long-term career in financial planning. Working alongside experienced Advisers and Paraplanners, the Associate Paraplanner will develop advice preparation skills, technical knowledge and an understanding of the end-to-end advice process.

Key Responsibilities:

• Assist in the preparation of Statements of Advice (SoAs), Records of Advice (RoAs), Review Reports and other advice documentation.
• Gather, collate and validate client information required for advice preparation.
• Maintain accurate client records and data within Xplan and other business systems.
• Assist with research on investments, superannuation, insurance and other financial products.
• Support the preparation of cashflow projections, modelling and strategy analysis under the guidance of Advisers and Paraplanners.
• Assist with the preparation of portfolio reviews, investment reports and client presentation materials.
• Support implementation activities and follow-up requests with product providers, insurers and external stakeholders.
• Monitor workflows and assist with the timely completion of advice-related tasks.
• Ensure documentation and file management practices comply with organizational and regulatory requirements.
• Assist with maintaining advice templates and supporting advice production processes.
• Develop an understanding of wholesale and retail investment products through hands-on experience and training.
• Collaborate with Advisers, CSOs and Paraplanners to support client outcomes.
• Participate in training, professional development and mentoring opportunities.
• Contribute to continuous improvement initiatives within the advice support team.

 

Qualifications: 

• 1–2 years' experience in financial services, client service, administration or adviser support.
• RG146 compliant or willingness to obtain.
• Degree in Finance, Economics, Commerce or Business desirable.
• Genuine interest in pursuing a long-term career in financial planning.
• Exposure to Xplan or similar financial planning software desirable.

 

Skills and Attributes: 

• Strong organizational and administrative skills.
• High attention to detail and accuracy.
• Strong written and verbal communication skills.
• Desire to learn and develop technical financial planning knowledge.
• Interest in investments, superannuation, retirement planning and personal insurance.
• Strong analytical and problem-solving capability.
• Ability to manage competing priorities and meet deadlines.
• Collaborative approach and willingness to seek feedback.
• Positive attitude and commitment to professional development.