Paraplanner

We are looking for a detail-oriented Paraplanner to support our financial advice team. The ideal candidate must have hands-on experience using Advisor Logic to prepare Statements of Advice (SOAs), model strategies, complete research, and assist advisers with compliant and accurate advice documentation. You’ll be responsible for data entry, strategy preparation, product research, and ensuring all advice documents are delivered on time and to a high standard.

Must-have: Proven experience using Advisor Logic and a background in paraplanning or financial advice support.