About the Role
About the Role
Support a team of senior advisers by producing high‑quality advice documents for a growing HNW and UHNW client base. Work closely with advisers, associates and internal leaders to deliver compliant, holistic strategies as the business continues its expansion.
Review advice strategies for holistic, goals‑based advice
Complete research, comparisons and financial projections
Generate SOAs and ROAs for complex client scenarios
Liaise with advisers, associates and admin support
Review paraplanners’ documents where seniority applies
Skills & Experience
Minimum 2 years of Paraplanning experience
Studies in financial planning underway or completed
Knowledge of trusts, companies and SMSFs advantageous
Experience with HNW/UHNW clients beneficial
Proficient in Xplan
Benefi...
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