Currently in Q1 of the Professional Year, working predominantly with Wholesale & Private Office clients. Extensive work with various entities, including trusts, SMSFs and companies.Regular duties includes: - Preparing meeting agendas and PowerPoint presentations - Attend all client meetings, including in person and online - Formulating post-meeting summary notes and strategy file notes - Product research & modelling using Wealthsolver, Risk Researcher and XTOOLS+ - Regular client touch points before and after meetings - Independently write Records of Advice & assist paraplanners to write Statements of Advice - File management & compliance

A fast-paced hybrid paraplanning/associate role performing the following: -Meet with advisers to formulate SOA strategy-Writing of Best Interest Duty documents -High level XPLAN tasks for SOAs (WealthSolver, Risk Researcher, XTOOLS)-Ensure complete file complianceDiverse and country-wide client base, including: HNW/Wholesale, Accumulators, Retirees and near-retirees.

Direct adviser support role performing the following duties:- Prepare review documentation - Advice implementation - End-to-end client file management - Track annual revenue and adviser activity - Assist in client meetings