Financial Planning Assistant - Client Services & Paraplanning - Remote

Overview

The Financial Planning Assistant will support Australian financial advisers by assisting with client onboarding, paraplanning, and compliance tasks while working from home.

In Short

• Work schedule: Monday to Friday, 08:30 AM to 05:30 PM AEST.
• Experience with Australian financial advisers is required.
• Tasks include data entry, client assistance, and documentation preparation.
• Familiarity with financial services and compliance is preferred.
• Proficiency in CRM software like Xplan and Zoho is a plus.
• Engage in research related to wealth solutions.
• Assist in developing compliant financial advice documents.
• Participate in ad hoc projects to enhance team services.
• Enjoy benefits like medical coverage and paid vacation.
• Join a certified Great Place to Work.

Requirements

• Proven experience with Australian financial advisers.
• Experience with KYC, client onboarding, and insurance applications.
• Prior experience in paraplanning or compliance is preferred.
• Proficiency with CRM software.
• Knowledge of Australian Financial Services.

Benefits

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