AU Senior Adviser Associate (018-1345)

​​Looking for Philippines-based candidates

• →Review client information, existing advice, and financial circumstances to identify relevant strategies.
• →Work with the adviser to develop and discuss financial strategies for clients.
• →Use Xplan, including cash flow and financial modelling tools, to assess and test strategy options.
• →Review financial modelling and ensure the assumptions and outcomes align with the proposed strategy.
• →Support the adviser during the advice process by providing clear strategic and technical input.
• →Review strategy recommendations and identify potential issues, gaps, or areas requiring further consideration.
• →Participate in technical vetting and strategy discussions, with your reasoning and recommendations documented for adviser review.
• →Review advice-related work for accuracy, consistency, and alignment with the agreed strategy.
• →Maintain accurate client information and strategy notes in Xplan.
• →Communicate confidently with the adviser and wider team regarding technical and strategic matters.
• →Contribute to improving the advice and strategy development process, including the use of technology and AI tools.

• Minimum 5 years of experience in an Australian financial planning environment as an Senior Advisor Associate, Senior Paraplanner, or similar role.
• Strong understanding of the Australian financial advice process.
• Strong knowledge of Australian financial planning, including:
• Superannuation
• Retirement planning
• Investments
• Centrelink
• Insurance
• Strong Xplan experience, particularly with cash flow modelling and financial strategy analysis.
• Ability to confidently discuss and develop financial strategies with an adviser.
• Strong understanding of how strategy recommendations flow through the advice process.
• Excellent written and verbal English communication skills.
• Confident in explaining technical financial concepts clearly.
• Strong attention to detail and ability to critically review strategy and modelling work.

• Advanced Diploma of Financial Planning, CFP, or enrolment in a relevant financial planning qualification.
• Experience mentoring or training junior paraplanners.
• Previous experience in a senior paraplanning, SME, or team leadership role.
• Experience with Intelliflo, Productrex, Wealthsolver, or other Australian financial planning and modelling platforms.
• Experience with age pension strategies and retirement-focused advice for clients aged 55 to 75.
• Experience with lifetime income stream strategies.
• Exposure to debt recycling strategies and related tax and documentation requirements.
• Experience with AI-assisted paraplanning workflows or transcript-to-fact-find processes.
• Kaplan Professional qualifications or active enrolment in a relevant financial planning program.