Paraplanner / Financial Adviser Compliance Specialist - Remote

Overview

The role involves providing paraplanning and compliance support to financial advisers, ensuring high-quality financial advice documentation and maintaining strong professional relationships.

In Short

• 2-3 years of paraplanning or financial adviser compliance experience required.
• Proficiency in XPLAN software and Microsoft Office.
• Excellent verbal and written communication skills.
• Ability to work independently and meet deadlines.
• Research and documentation of wealth solutions.
• Developing compliant financial advice documents.
• Insurance needs analysis and preparation of quotes.
• Building relationships with Authorised Representatives.
• Staying updated on industry rules and legislation.
• Participating in projects to enhance team services.

Requirements

• 2-3 years of relevant experience.
• Proficiency in XPLAN software.
• Strong knowledge of Australian Financial Services.
• Excellent communication and time management skills.
• Ability to work independently and adapt to changes.
• Relevant tertiary qualifications preferred.

Benefits

• Work from Home option.
• Medical, Dental Coverage, and Life insurance from day 1.
• 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.