Financial Planning Paraplanner - Remote

Overview

The Financial Planning Paraplanner will be responsible for preparing compliant, personalized Statements of Advice for clients, ensuring high-quality standards and compliance with regulations.

In Short

• Work from home position with a schedule from Monday to Friday.
• Prepare Statements of Advice for new and existing clients.
• Handle documentation and reports for client meetings.
• Update Xplan and monitor the advice process.
• Reconcile fees and commissions.
• Perform administrative tasks to support clients.
• Must have experience in Australian financial planning.
• Proficiency in CRM and workflow tools required.
• Attention to detail and multitasking skills are essential.
• Join a certified Great Place to Work.

Requirements

• Bachelor's Degree in Commerce or Finance.
• At least 4 years of experience in Australian financial planning.
• Experience in SMSF and SOA preparation preferred.
• Knowledge of Australian tax and superannuation.
• Strong attention to detail.
• Ability to multitask and be proactive.

Benefits

• Work from home flexibility.
• Medical, dental coverage, and life insurance from day one.
• 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.