Senior Paraplanner: Cross-Border Advice & SOA Expert

Hoxton Wealth Group; Sydney; Presencial; AUD 90.000 - 135.000; Jornada completa

Descripción de la vacante

Hoxton Wealth Group in Australia is seeking an experienced Senior Paraplanner to join our advice team. You will own the preparation of complex cross-border advice from fact find to final SOA, collaborating with advisers to deliver high-quality, compliant recommendations.

You will mentor junior paraplanners, review files, and help implement improved templates and processes using Marloo and other advice tools.

Formación

• 4+ years of paraplanning experience in Australian financial advice.
• Strong knowledge of superannuation, retirement income, investments and tax.
• Understanding of the Best Interests Duty and regulatory requirements.
• Experience using financial planning software, research tools and modelling tools.
• Excellent written communication and attention to detail.
• Experience mentoring paraplanners.
• UK pensions or cross-border advice experience is advantageous.
• Completed or currently studying a financial adviser related qualification.

Responsabilidades

• Prepare complex cross-border advice for clients with overseas assets, including UK pension transfer advice.
• Prepare SOAs and Records of Advice across superannuation, retirement, investment, insurance, estate planning and annual reviews.
• Research and model strategies including cash flow, retirement projections, and product comparisons.
• Ensure all advice meets Best Interests Duty and Corporations Act obligations.
• Review fact finds and client meeting notes to understand goals and gaps.
• Collaborate with advisers on strategy development and challenge recommendations when needed.
• Guide team members on implementation documents.
• Review work by junior paraplanners and client services staff and mentor them.

Conocimientos

Paraplanning experience

Cross-border advice

Mentoring paraplanners

Educación

Bachelor or Graduate Diploma in Financial Planning

Herramientas

Marloo

Descripción del empleo

Hoxton Wealth Group in Australia is seeking an experienced Senior Paraplanner to join our advice team. You will own the preparation of complex cross-border advice from fact find to final SOA, collaborating with advisers to deliver high-quality, compliant recommendations.

You will mentor junior paraplanners, review files, and help implement improved templates and processes using Marloo and other advice tools.