Paraplanner - experienced required

The ideal candidate is organised, proactive, highly accurate, and able to manage multiple priorities with minimal supervision.

Key Responsibilities

• Manage client records within Xplan and ensure data accuracy.
• Prepare and maintain client files and workflow tasks.
• Create and manage Xplan workflows and tasks.
• Prepare Records of Advice (ROAs), Statements of Advice (SOAs), and supporting documentation where appropriate.
• Assist with implementation of investment, superannuation, pension, insurance, and Centrelink recommendations.
• Prepare client review paperwork.
• Maintain compliance documentation and file notes.
• Assist with document preparation using Microsoft Word, Excel, and PDF software.
• Support continuous improvement of internal systems and processes.

Essential Requirements

• Previous experience working in an Australian financial planning practice.
• Strong working knowledge of Xplan.
• Excellent written and verbal English communication skills.
• High attention to detail and accuracy.
• Strong organisational and time management skills.
• Ability to work independently in a remote environment.
• Proficiency in Microsoft Office (Word, Excel, Outlook).
• Reliable internet connection and suitable home office.