_{05th March, 2025}

• Attractive salary package with flexibility to WFH
• Must have experience drafting complex SoA's and vetting plans
• Adelaide location 

Our client is a well-established Wealth and Accounting firm that provides holistic advice to their HNW clients.

Responsibilities:

• Support a small team of Senior Private Adviser with developing strategies for their clients 
• Manage the outsource paraplanning team
• Vetting all SoA's
• Help the advisers manage clients, attend meetings, complete investment research
• Preparing high quality, accurate, timely and compliant statements of advice (SoA) on behalf of the advisers
• Working closely with the advisers in developing complex strategies for new and existing clients
• Assisting the advisers to ensure that all elements of the advice process are conducted in an ethical and compliant manner, in accordance with policy

Experience:: 

• Minimum of 3 years' experience as a Paraplanner
• Completed ADFP 
• Xplan experience

If this sounds like you, please apply via the link below for a confidential chat!

Apply For Job