Our Client is seeking an experienced Senior Paraplanner to support the Financial Advisers in delivering well-considered, compliant and client-focused advice. This role offers end-to-end ownership of advice documentation in a professional wealth management environment that values quality, collaboration and expertise. The Role Reporting to the Financial Advisers and Partner, you will be responsible for the preparation and completion of Statements of Advice (SoAs) and Strategy Documents, along with assisting in the preparation and review of Records of Advice (RoAs). You will work closely with advisers, client services and external providers to ensure advice is accurate, compliant and efficiently implemented. This is a senior technical role with autonomy, variety and no direct people management. Key Responsibilities Prepare high-quality SoAs and Strategy Documents from adviser briefs Research and document holistic advice solutions across superannuation (including SMSFs), investments and insurance Draft, review and refine advice documentation to a high professional and compliance standard Liaise with advisers to clarify strategy, address feedback and finalise advice Prepare portfolio analysis and Records of Advice using XPLAN templates Brief Client Services Managers on implementation and supporting documentation Conduct product and technical research as required Assist the team with technical queries and process-related issues Assist with ad-hoc reporting and administration to support the broader team About You You are a proactive, detail-focused paraplanner with experience of preparing complex and strategic Statements of Advice, financial modelling and projections. Someone who takes pride in producing high-quality advice, and meeting deadlines in a structured environment. Ideally y ou will bring: An undergraduate degree Advanced Diploma of Financial Planning A minimum of 5 year’s paraplanning experience with proven ability to draft complex SOA’s and ROA’s Strong technical knowledge across superannuation (including SMSFs), investments and insurance Proficiency in XPLAN, Wealth Solver, Word, Excel, PowerPoint Excellent organisation, communication, and stakeholder management skills What's on offer A senior, trusted paraplanning role with autonomy and responsibility A quality-focused advice environment with clear processes and standards A collaborative and professional team culture Long-term career stability within an established wealth management business An attractive salary of $90K - $110K super Modern, well appointed offices located on the city fringe If you are an experienced paraplanner seeking a senior technical role focused on quality, structure and meaningful contribution, we encourage you to apply. For further details please contact Angela Birk on 08 8342 7402 or email your updated resume and cover letter to: angela@ozglobalrecruitment.com.au
