Financial Paraplanner (AU)• Provide quality, compliant and timely Paraplanning services to advice network.• Develop and implement Statements of Advice (SOA) using the Xplan financial planning software.• Prepare high-quality and compliant SOAs and other advice documents on behalf of the client financial planners.• Prepare basic and comprehensive SOAs and other advice documents dealing with various mainstream strategies (e.g., Transition to Retirement, Income Streams, Wealth Creation and SMSF).• Specialize in advice development to build knowledge and experience in financial planning and wealth management.• Ensure Paraplanning services are in accordance with licensee’s standards and Paraplanning service standards are met.• Develop a good working knowledge of various tax structures.• Develop and maintain high level financial planning software skills.• Meet and exceed individual productivity targets.• Build and reinforce a constructive and high-performing culture (individually, and collectively as a tea-----------mber).• Gain proficiencies in using the Xplan financial planning software
