_{10th September, 2025}

Our client is a boutique firm known for its personalised approach and commitment to excellence. Theu specialise in tailored financial strategies, offering high-quality advisory services to our valued clients.

Responsibilities:

• Work closely with advisors to develop custom solutions for clients, maintaining a high standard of service. Assist in developing and presenting financial strategies to clients
• Prepare bespoke Statements of Advice (SOAs), financial strategies, and compliance documentation tailored to clients' unique situations.
• Provide expert guidance on SMSF, LRBA, and entity structures, ensuring adherence to current regulatory frameworks.
• Conduct thorough research on financial products, tax implications, and investment strategies including preparing comparison in line with regulatory requirements.
• Assist with regulatory compliance and keep up to date with legislative changes.
• Take ownership of paraplanning tasks and proactively seek solutions to complex financial scenarios.
• Work autonomously while collaborating effectively with advisors, lending specialist and other financial professionals.

Experience: 

• Minimum of 3 years' experience as a Paraplanner writing complex advice
• Strong understanding of SMSF, LRBA, and entity structures 
• Relevant qualifications in financial planning 
• Proficiency in Xplan 
• Detail-oriented, analytical, and able to work independently within a small-team environment.
• Strong communication skills and ability to provide high-quality client support.

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

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