Senior Paraplanner (Remote) - AI-Enhanced SoA Expert

Aureus Financial; Australia; Remote; AUD 90,000 - 120,000; Full time

Benefits offered by this job

Fully remote (AU)

Job summary

Aureus Private Wealth is expanding and seeks a senior paraplanner who can take complex files and produce clear, compliant Statements of Advice for Australian clients. You’ll join a team-backed environment, work with advisers and a paraplanning lead, and explore AI-enabled workflows to improve turnaround and accuracy while maintaining governance and ASIC compliance.

In this fully remote role, you’ll manage your queue, deliver high-quality SoAs and RoAs on time, and contribute to process

Qualifications

• 3–5+ years preparing Australian SoAs and RoAs.
• Strong knowledge of superannuation, retirement planning, investments, SMSFs and personal insurance.
• Solid understanding of ASIC requirements and advice compliance.
• Daily use of XPLAN and experience with research platforms.
• Bonus: experience with AI-assisted paraplanning tools such as Claude.

Responsibilities

• Prepare SoAs and RoAs for Australian advisers across super, retirement, investments, SMSFs and personal insurance.
• Work with Paraplanning Team Lead, Research, Implementation and advisers.
• Help shape paraplanning processes and identify AI-enabled efficiencies.
• Ensure quality, compliant documents and timely delivery.

Skills

SoA preparation (Australian)

ASIC compliance knowledge

Tools

XPLAN

Claude AI

Job description

Aureus Private Wealth is expanding and seeks a senior paraplanner who can take complex files and produce clear, compliant Statements of Advice for Australian clients. You’ll join a team-backed environment, work with advisers and a paraplanning lead, and explore AI-enabled workflows to improve turnaround and accuracy while maintaining governance and ASIC compliance.

In this fully remote role, you’ll manage your queue, deliver high-quality SoAs and RoAs on time, and contribute to process