Paraplanner/Client Service Officer - Remote

Overview

We are seeking an experienced Client Service Officer / Paraplanner to enhance client experiences for an Australian financial advisory practice.

In Short

• Manage end-to-end client service processes.
• Prepare and review compliance documents.
• Support financial advisers with paraplanning tasks.
• Maintain client records in CRM systems.
• Liaise with product providers and clients.
• Ensure compliance with financial services regulations.
• Identify opportunities to improve processes.
• Work independently and take initiative.
• Align work schedule with Australian business hours.
• Build trust within the team.

Requirements

• Experience in client service or paraplanning.
• Strong understanding of financial services regulations.
• Proficiency in CRM systems.
• Excellent communication skills.
• Ability to work independently.
• Attention to detail and accuracy.

Benefits

• Flexible work hours.
• 100% remote work.
• Opportunity to work with a leading financial advisory practice.
• Engagement as an independent contractor.
• Supportive team culture.