Paraplanner

The Job:

We are looking for an experienced and detail-oriented Paraplanner to join Eclipse Financial and support Financial Advisers in delivering high-quality, compliant financial advice to Australian clients.

In this role, you will be responsible for preparing accurate and client-ready advice documentation in line with Australian regulatory standards. This position is suited for someone who understands paraplanning workflows, can work independently once trained, and is committed to building a long-term career in financial planning.

You will work closely with Financial Advisers and internal team members to ensure advice documentation is accurate, compliant, and ready for adviser sign-off.

Key responsibilities include:

• Preparing Statements of Advice (SoA), Records of Advice (RoA), and Client Review documents in line with Australian financial advice regulations
• Analysing clie...