Senior Adviser Associate

This is a fully remote position, open to applicants in Philippines.

📋 Description

• Analyze client data, prior advice, and financial situations to pinpoint relevant strategies.

• Collaborate with the adviser to formulate and discuss financial strategies for clients.

• Utilize Xplan, including cash flow and financial modeling tools, to evaluate and test strategy alternatives.

• Review financial modeling to ensure that assumptions and results are consistent with the proposed strategy.

• Assist the adviser during the advice process by providing strategic and technical insights.

• Evaluate strategy recommendations to identify possible issues, gaps, or areas needing further examination.

• Engage in technical vetting and strategy discussions, documenting rationale and recommendations for adviser review.

• Assess advice-related work for precision, consistency, and alignment with the agreed-upon strategy.

• Keep client information and strategy notes up-to-date in Xplan.

• Coordinate with the adviser and broader team on technical and strategic matters.

• Contribute to enhancing advice and strategy development processes, including the use of technology and AI tools.

• Disclose any ongoing roles or client engagements.

• Represent the engagement on LinkedIn as “Independent Contractor”.

⛳️ Requirements

• At least 5 years of experience in an Australian financial planning setting as a Senior Advisor Associate, Senior Paraplanner, or in a comparable role.

• In-depth understanding of the Australian financial advice process.

• Comprehensive knowledge of Australian financial planning, covering Superannuation, Retirement planning, Investments, Centrelink, and Insurance.

• Proficient in Xplan, particularly in cash flow modeling and financial strategy evaluation.

• Capability to confidently discuss and develop financial strategies in collaboration with an adviser.

• Strong grasp of how strategy recommendations integrate into the advice process.

• Exceptional written and verbal communication skills in English.

• Proficient in clearly explaining complex financial concepts.

• Keen attention to detail and ability to critically assess strategy and modeling work.

• Advanced Diploma of Financial Planning, CFP, or enrollment in a relevant financial planning qualification is preferred.

• Experience in mentoring or training junior paraplanners is preferred.

• Previous experience in a senior paraplanning, SME, or team leadership role is preferred.

• Familiarity with Intelliflo, Productrex, Wealthsolver, or other Australian financial planning and modeling platforms is preferred.

• Experience with age pension strategies and retirement-focused advice for clients aged 55 to 75 is preferred.

• Background in lifetime income stream strategies is preferred.

• Exposure to debt recycling strategies and associated tax and documentation requirements is preferred.

• Experience with AI-assisted paraplanning workflows or transcript-to-fact-find processes is preferred.

• Kaplan Professional qualifications or active enrollment in a relevant financial planning program is preferred.

🏝️ Benefits

• 100% remote work from home

• Flexible time management as an independent contractor, while aligning with AU business hours

• Independent Contractor Agreement engagement