Senior Paraplanning Specialist
1 day ago
Seeking a highly skilled Client Service Officer/Paraplanner to support a leading Australian financial advisory practice in our growing offshore team.
Key Responsibilities- Ensure seamless client experiences by managing end-to-end client service processes.
- Prepare and review Statements of Advice (SoAs), Records of Advice (RoAs), and compliance-related documents with accuracy.
- Support financial advisers by handling paraplanning tasks with precision and timeliness.
- Maintain and update client records in CRM systems, ensuring data integrity.
- Liaise with product providers and clients to follow up on applications, transactions, and outstanding requirements.
- Guarantee compliance with Australian financial services regulations and company policies.
- Proactively identify opportunities to improve processes and contribute to a positive team culture.
- Minimum 5 years of experience in client services, paraplanning, or a similar role in financial planning/wealth management.
- Strong understanding of financial planning processes and compliance requirements.
- Ability to work independently with minimal oversight.
- Excellent attention to detail and organizational skills.
- Strong communication skills (verbal and written) to liaise confidently with advisers, providers, and clients.
- Proficiency with financial planning software, CRMs, and Microsoft Office Suite.
- Self-driven, proactive, and committed to building trust and long-term relationships within the team.
This is an exceptional opportunity to join a strong, supportive offshore team culture. Team members will have opportunities to travel to Australia periodically to strengthen connections with the onshore team.
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