Paraplanner (AU Financial Industry, WFH)

The Paraplanner will provide client support and service by assisting with onboarding, KYC verification, fact-finding, and data collection, building client relationships, preparing meeting notes, and responding to client queries. They will conduct research and analysis on financial planning topics, prepare Statements of Advice (SOAs) and strategy documentation, perform insurance needs assessments, model financial scenarios, and ensure advice compliance with ASIC, FASEA, and internal standards. The role also includes coordinating implementation of financial strategies, maintaining CRM systems, drafting compliance documentation, contributing to process improvement, and staying current with regulatory changes.