Australian Paraplanner - WFH setup

MUST HAVE AT LEAST 3 YEARS EXPERIENCE IN AUSTRALIAN PARAPLANNING.

CANDIDATES WITH NO EXPERIENCE WILL NOT BE ENTERTAINED.

Minimum Qualifications

• 3+ years in financial planning/paraplanning with end-to-end admin expertise.
• Strong knowledge of superannuation, investments, insurance, SMSF, LRBAs, gearing, debt recycling and stress testing, including legislation.
• Proficient in Risk Researcher, Wealth Solver, XTools (quote generation), and financial modelling.
• Experienced with Xplan or AdviserLogic
• Strong research, accuracy, and strategic advisory skills.
• Works independently and guides advisers.
• RG146 Certified is an advantage

Personal Attributes

• Can work independently
• Takes initiatives and does not need to be told what to do next
• Open to improving existing processes
• Completes tasks and deadlines before deadlines.
• Works collaboratively and independently with an existing team

Tasks and Responsibilities

• Deliver comprehensive financial planning administration and support, ensuring seamless end-to-end processes.
• Develop strategies for superannuation, investments, insurance, SMSF, LRBAs, gearing, and debt recycling while adhering to relevant rules and legislation.
• Conduct detailed research and analysis, ensuring accuracy and compliance with financial regulations.
• Utilize Risk Researcher, Wealth Solver, and XTools proficiently, including generating quotes and financial models.
• Provide expert financial modelling and projections to support client strategies.
• Work with Xplan and Adviser Logic to prepare Statements of Advice (SOAs) and financial reports.
• Offer strategic guidance to financial advisers and contribute to process improvements.