Experienced Paraplanner - Remote, Strategic Client Advice

Profusion Group; Sydney; Remote; AUD 85,000 - 110,000; Full time

Benefits offered by this job

100% remote

Full-time permanent

Immediate start

Job summary

Profusion Group is seeking an experienced Paraplanner to join its growing advice team. This is a 100% remote, full-time permanent position that offers an immediate start for a genuine long-term team member.

You will take ownership of creating high-quality strategy modelling and compliant SOAs/ROAs, collaborating with the principal adviser and paraplanning colleagues, and maintaining strong technical knowledge of financial planning products and regulations.

Qualifications

• Three to five years’ paraplanning experience within Australian financial planning.
• Proven capability completing strategy and preparing complex, tailored SOAs.
• Strong knowledge of advice construction, compliance and financial-planning strategy.
• Able to work independently in a remote environment while communicating clearly via teams with a close-knit team.

Responsibilities

• Prepare accurate, compliant and client-ready SOAs, ROAs and supporting advice documentation.
• Conduct research, financial modelling and strategy analysis in collaboration with the adviser recommendations.
• Work closely with the principal adviser, other paraplanners and client-service staff.
• Maintain strong technical knowledge of financial-planning products, legislation and compliance requirements.
• Identify opportunities to improve paraplanning processes, quality and turnaround times.
• Manage your core activities using a well structured xplan and document management in Sharepoint

Job description

Profusion Group is seeking an experienced Paraplanner to join its growing advice team. This is a 100% remote, full-time permanent position that offers an immediate start for a genuine long-term team member.

You will take ownership of creating high-quality strategy modelling and compliant SOAs/ROAs, collaborating with the principal adviser and paraplanning colleagues, and maintaining strong technical knowledge of financial planning products and regulations.