CG - Support Paraplanner - (017-0623)

• →Prepare high-quality Statements of Advice (SOAs), Records of Advice (ROAs), and supporting documentation in line with regulatory and compliance standards.
• →Conduct in-depth research on superannuation, investments, insurance, and retirement strategies to support adviser recommendations.
• →Analyze client financial data, prepare projections, and assist in strategy modelling and product comparisons.
• →Ensure all advice documents are accurate, compliant, and delivered within agreed turnaround times.
• →Collaborate closely with Financial Advisers and Client Services team to clarify strategy details and support implementation.
• →Identify process improvements and contribute to maintaining efficient paraplanning workflows.

• 2–5+ years of experience in paraplanning or financial planning support.
• Strong knowledge of superannuation, investments, insurance, and retirement planning strategies.
• Experience preparing SOAs and ROAs with minimal supervision.
• High attention to detail and strong analytical skills.
• Ability to interpret complex financial data and translate it into clear, compliant advice documentation.
• Proficiency in financial planning software and CRM systems.
  Strong time management skills and ability to manage multiple cases simultaneously.

• Progress toward or completion of RG146 (or equivalent financial planning qualifications).
• Experience working with Australian financial planning firms.
• Familiarity with financial planning tools such as Xplan, Midwinter, or similar software.
• Exposure to compliance frameworks within the Australian financial services industry.
• Understanding of SMSFs, tax structuring strategies, or advanced retirement modelling.
• Process improvement mindset and experience helping streamline documentation workflows.

This is a remote role that will be set up as an independent contractor engagement.

To ensure alignment and transparency, successful candidates will be expected to:

• Disclose any existing ongoing roles or client work
• Reflect this engagement on their LinkedIn profile (clearly marked as “Independent Contractor”)