• Prepare high-quality Statements of Advice (SOAs), Records of Advice (ROAs), and supporting documentation in line with regulatory and compliance standards. • Conduct in-depth research on superannuation, investments, insurance, and retirement strategies to support adviser recommendations. • Analyze client financial data, prepare projections, and assist in strategy modelling and product comparisons. • Ensure all advice documents are accurate, compliant, and delivered within agreed turnaround times. • Collaborate closely with Financial Advisers and Client Services team to clarify strategy details and support implementation. • Identify process improvements and contribute to maintaining efficient paraplanning workflows.

• Prepare and support the production of Statements of Advice (SOA) and Records of Advice (ROA). • Manage ongoing client review cycles, including preparation and follow-ups. • Maintain accurate and up-to-date records in CRM systems such as Xplan, AdviserLogic, or Midwinter. • Handle implementation paperwork, including rollovers, superannuation, and new investment applications. • Liaise with product providers to track and manage application progress. • Manage day-to-day client correspondence, ensuring timely and professional communication. • Coordinate adviser diaries, including scheduling meetings and review appointments. • Ensure all documentation and processes meet compliance standards.

• Conducting thorough research and analysis of client financial situations, investment options, and market trends. • Preparing accurate and detailed financial reports, plans, and recommendations. • Assisting in the creation and implementation of personalized financial strategies. • Collaborating with the advisory team to provide exceptional client service and support. • Staying up-to-date with industry regulations and compliance standards. • Ensuring all client files and documentation are maintained accurately and securely.

• Prepare Statements of Advice (SOAs) and Records of Advice (ROAs) in line with Australian/New Zealand compliance standards • Conduct research on financial products, strategies, and market trends to support adviser recommendations • Analyze client data, including assets, liabilities, cash flow, and risk profiles • Assist in developing tailored financial strategies across superannuation, investments, insurance, and retirement planning • Ensure all documentation is accurate, compliant, and aligned with client objectives • Liaise with financial advisers, administrators, and external providers to gather required information • Review and update existing financial plans as part of ongoing client servicing and annual reviews • Maintain client records and ensure proper documentation in CRM systems • Support advisers in preparing client presentations and review packs • Stay up to date with regulatory changes and industry best practices in AU/NZ financial planning