100% remote | Full-time permanent | Immediate start
A well-established financial planning and accounting business is seeking an experienced Paraplanner to join its growing advice team. With a rapidly expanding client base, this is an opportunity to play a key role in improving clients lives and supporting the delivery of high-quality, tailored financial plans.
The business is seeking an onshore, full-time employee who can become a genuine long-term member of the team—not a contractor or outsourced resource. The role will be fully remote.
The opportunity
You will take ownership of completing high-quality strategy modelling and advice, and compliant Statements of Advice and related advice documentation. This is not a high-volume, cookie-cutter paraplanning role. You will work closely with the principal adviser (one of four advisers) and alongside existing paraplanning support, on detailed and strategic client advice.
Key responsibilities
- Prepare accurate, compliant and client-ready SOAs, ROAs and supporting advice documentation.
- Conduct research, financial modelling and strategy analysis in collaboration with the adviser recommendations.
- Work closely with the principal adviser, other paraplanners and client-service staff
- Maintain strong technical knowledge of financial-planning products, legislation and compliance requirements.
- Identify opportunities to improve paraplanning processes, quality and turnaround times.
- Manage your core activities using a well structured xplan and document management in Sharepoint
- Three to five years’ paraplanning experience within Australian financial planning.
- Proven capability completing strategy and preparing complex, tailored SOAs
- Strong knowledge of advice construction, compliance and financial-planning strategy.
- Able to work independently in a remote environment while communicating clearly via teams with a close-knit team.
- Full-time, permanent employment; this is not a contract role.
- 100% remote working from anywhere in Australia.
- A varied role supporting complex, individualised client advice.
- A supportive and collaborative adviser-led team.
- Market-aligned remuneration based on experience.
