Paraplanner - Retirement Strategy & SOA Expert

Advice2Talent; Newcastle City Council; On-site; AUD 90,000 - 110,000; Full time

Job summary

A financial advice firm in Newcastle is seeking an experienced Paraplanner to support advisers with developing strategies and documentation, particularly for retirement and superannuation. The role involves preparing Statements of Advice and ensuring accuracy in advice documents. Ideal candidates will have 3-5+ years in a similar role, excellent communication skills, and experience with Midwinter. This full-time position offers a competitive salary between $90,000 and $110,000 plus superannuation.

Qualifications

• Experience in a financial advice firm as a Paraplanner.
• Understanding of superannuation and pension strategies.
• Ability to work closely with advisers in a professional environment.

Responsibilities

• Support advisers with strategy development and documentation.
• Prepare Statements of Advice (SoAs and RoAs).
• Ensure accuracy and quality of advice documents.

Skills

3-5+ years’ experience as a Paraplanner in an Australian advice firm

Strong understanding of retirement strategies

High attention to detail

Strong written communication skills

Experience with Midwinter

Job description

A financial advice firm in Newcastle is seeking an experienced Paraplanner to support advisers with developing strategies and documentation, particularly for retirement and superannuation. The role involves preparing Statements of Advice and ensuring accuracy in advice documents. Ideal candidates will have 3-5+ years in a similar role, excellent communication skills, and experience with Midwinter. This full-time position offers a competitive salary between $90,000 and $110,000 plus superannuation.