AU Paraplanner / Client Services - Remote

Overview

The AU Paraplanner / Client Services role involves coordinating and managing the delivery of financial advice to clients, ensuring compliance with relevant standards and providing excellent client service.

In Short

• Coordinate and manage the delivery of advice to clients.
• Oversee the book of work for efficient advice delivery.
• Prepare personalized Statements of Advice for clients.
• Prepare documents and reports for client meetings.
• Update Xplan and maintain client work progress.
• Monitor documentation for compliance with standards.
• Reconcile fees and commissions.
• Support administrative tasks for the organization.
• Work from home flexibility.
• Join a team with great company culture and benefits.

Requirements

• Bachelor's Degree in related fields.
• 4+ years of experience in Australian financial planning.
• Experience with SMSF and SOA preparation.
• Familiarity with CRM and workflow tools.
• Knowledge of Australian tax and superannuation.
• Attention to detail and multitasking abilities.
• Proactive attitude.

Benefits

• Work from home option.
• Medical, dental coverage, and life insurance from day 1.
• Paid vacation and sick leave.
• Competitive salary package with annual appraisal.
• Financial assistance program.
• Mandatory government benefits and 13th month pay.
• Regular company events and career growth opportunities.