Financial Paraplanner

The Opportunity

Our partner, a leading Australian financial services firm known for its deep client focus and commitment to best-practice financial advice, is hiring for Financial Administrator This organization specializes in providing advice to self-employed professionals and small business owners, who have a desire to protect their families, their business and their income. They advocate and embrace a goals and objectives-based financial planning process to provide clients with tailored and holistic financial advice.

We are looking for a highly capable
Financial Paraplanner
who will be instrumental in supporting a Senior Financial Advisor to jointly manage their client base. The successful candidate must be fully competent in financial advice strategies and well-informed on products, services, and the relevant industry regulations to contribute strategically to client solutions.

This role is required to fully report onsite during the first 6 months, then will follow 3x a week onsite, 2x a week working from home. Working hours will follow Australian Business Hours.

Key Responsibilities

• Manage the end-to-end preparation of advice documents (SOA, ROA), ensuring compliance with industry regulations and licensee policies.
• Coordinate the advice implementation process, including product applications and client documentation.
• Act as the main liaison with external stakeholders (lawyers, insurers, fund managers, accountants, mortgage brokers) to ensure smooth communication and coordination.
• Conduct product research, comparisons, and insurance analysis to support tailored client recommendations.
• Oversee relationships with external paraplanners, ensuring quality, compliance, and timely delivery of advice documents.
• Monitor internal and external turnaround times to ensure all client advice is delivered promptly.
• Provide administrative support to Financial Advisors, including insurance quoting and research assistance.
• Maintain up-to-date knowledge of compliance standards and approved product lists.
• Support team operations by assisting with projects and providing coverage during absences to ensure business continuity.

Skills, Experience & Qualifications

• Bachelor's degree in Business, Finance, or a related field.
• Minimum of 3 years' experience in the
  Australian financial planning industry
  .
• Background in
  financial planning, banking, or insurance
  , with a solid understanding of preparing advice documents tailored to client needs.
• Proficiency in
  Xplan
  or similar financial planning software is highly regarded.
• A
  Diploma or certification in Financial Planning
  is an advantage.
• Strong
  communication and interpersonal skills
  .
• Highly
  adaptable
  to shifting priorities and deadlines.
• Exceptional
  attention to detail
  and commitment to accuracy.

ASW Offers

• Be part of a
  Great Place to Work
  certified company that's going places
• Thrive in a dynamic, inclusive, and supportive culture that celebrates collaboration, diversity, and shared success across borders.
• Enjoy competitive compensation that recognises your skills and contributions.
• Work with global clients and stakeholders, gaining valuable international exposure.
• Comprehensive medical benefits to support your well-being, covering your family member(s).
• Generous paid leave entitlements, because life outside work matters too.
• Exciting team outings, company events, and travel opportunities, like our annual overseas trips, unforgettable parties, and more.
• Collaborate with colleagues across Malaysia, Vietnam, the Philippines, and Australia, expanding your global perspective.
• Ongoing training and career development tailored to your role and the industry.