Paraplanner

We are always looking for the right person to join our team!  At On Point Paraplanning, we value individuals who are passionate about delivering high-quality financial advice and truly care about the outcomes for clients. Whether you're looking for part-time or full-time work, if you’re dedicated to providing exceptional service and attention to detail, we’d love to hear from you.

On Point Paraplanning are a team of paraplanning professionals, who believe that exceptional advice stems from strong professional relationships. That’s why we prioritise consistency and collaboration – assigning dedicated paraplanners to foster trusted, long-term partnerships with our Advisers. This approach enhances the quality, efficiency, and relevance of our work, making the job more meaningful and allowing us to align closely with each of our Advice Practice’s unique requirements. If you see the value in having an established relationship and direct interaction with your clients, while maintaining the freedom to plan and execute your job in a manner that suits your life - then you might be just what we’re looking for!

We are looking for paraplanners with independence to manage their own time and deliver high standard documents in line with our standards, initiative to seek out information and clarification where needed, and desire to establish ongoing relationships with our adviser and their support teams. You need to understand and take pride in the importance of our role in the overall advice process.

If you are able to engage and integrate well within our team and with our clients, you will have the opportunity to earn well above a typical paraplanning salaried role, with limitations largely set only by your own availability and skillset.

Experience Requirements:

• Living in Australia with working-rights
• 4 years minimum paraplanning experience
• 2 years minimum experience with Xplan
• Experience with multi-entity advice
• Advanced diploma or equivalent
• Knowledge of and ability to maintain strict security standards, in particular with regards to cyber protection
• Proficient in Microsoft Office Suite
• Ability to attend meetings via teams or similar
• ABN ready or happy to apply

We look forward to hearing from you!