Paraplanner with expertise in Xplan

Responsibilities

• Utilize your proficiency in Xplan, particularly in complex XTOOLS+ modeling, Risk Researcher modeling, and Wealthsolver modeling.
• Produce high-quality Statement of Advice (SOA) documents with meticulous attention to detail.
• Collaborate closely with our advisors to support client financial planning needs and contribute to the overall success and growth of the business.

Skills Required

• Degree qualified with demonstrated experience in producing quality SOAs within the financial planning industry.
• Proficiency in Xplan software, specifically in complex modeling (SMSFs, trusts).
• Strong attention to detail and accuracy in all aspects of work.
• Excellent communication and interpersonal skills.
• A proactive and self-motivated approach to tasks and responsibilities.