Offshore PARAPLANNER

About the Role

Supporting our Financial Advisers, you will play an integral role in preparing tailored advice documents and ensuring a seamless client experience.

In this role you will:

• Prepare and document financial strategies including Statements of Advice (SOAs), Records of Advice (ROAs), and client review reports
• Conduct research and analysis on financial products including superannuation, insurance, and investments
• Liaise with product providers, fund managers, and insurers to obtain accurate information
• Ensure compliance with regulatory requirements and internal processes
• Maintain client records and data across financial planning software and CRMs
• Assist with modelling client scenarios using financial planning software
• Support Advisers in client meetings by preparing documentation and providing technical input where required
• Manage follow-up actions from client meetings, ensuring timely and accurate delivery
• Provide technical support

About the Opportunity:

As a result of our continued growth and commitment to delivering exceptional financial advice, we are seeking a dedicated offshore Paraplanner to join our team. This is an exciting opportunity to work closely with our Financial Advisers and support the delivery of high-quality strategies to our clients.

You will gain exposure to a wide variety of financial planning matters across superannuation, investments, retirement, and insurance. If you are looking to further your career in financial planning within a dynamic and supportive environment, this role is for you.

View our team video here: 

About You

• Minimum 2–3 years' experience in a paraplanning or technical support role within an Australian financial planning practice
• Strong knowledge of Australian superannuation, financial planning laws and regulations, investments, insurance, and retirement planning strategies
• Completion or progression towards a Diploma or Advanced Diploma in Financial Planning (or equivalent relevant qualifications) is preferred
• Demonstrated ability to prepare compliant and accurate advice documents (SOAs and ROAs)

• High attention to detail and excellent analytical skills

• Strong written and verbal communication skills

• Ability to manage multiple tasks and meet deadlines in a fast-paced environment
• Tech-savvy with experience in financial planning software e.g. Xplan required including comparisons through Wealthsolver, and Risk Researcher, and modelling through xtools
• A proactive and collaborative approach, with a passion for delivering outstanding client outcomes
• Familiarity with different corporate structures including tax implications for trusts including SMSF and bucket companies is preferred

About Us

Based in Melbourne, Australia, we are a growing, dynamic, and innovative company 40+ team members who want the best for our clients. Due to recent accelerated growth, we have a need for motivated and switched-on team members.

We love technology and always finding a better way to complete our work and service our clients. We're an advisory focused firm which supports business owners across all their financial services needs including Business Improvement, Financial Advice, Bookkeeping, SMSF and Lending.

We foster a culture of professional growth and ongoing career progression. As a valued member of our team, you will be pushed to achieve both. We encourage continuous development and relevant training and education opportunities for all staff, at all stages of their professional lives. As a growing firm we value the input of all team members and encourage you to speak up, lean in and make a difference in our company.

A career with our firm is a career in a friendly and sociable work environment, within a professional and highly respected financial services business with several offices throughout Australia.

What you can expect:

• Work from home
• Provided work-from-home workstation equipment
• Direct employment and not through an outsourcing company or freelancing arrangement
• Mandatory government contributions (SSS, PAGIBIG & PhilHealth) will be paid accordingly
• HMO with one dependent
• 30 days of paid leave credits
• 13 days of paid public holidays
• Paid birthday off after completion of one year tenure
• 13th-month pay to be paid in advance on a pro-rated monthly basis
• Rice, laundry, clothing and meal allowances per month
• Hands-on exposure to a broad client base
• Mentoring and financial support for your professional studies
• A growing firm where you will develop and progress in your career
• Weekly staff training
• Competitive compensation package negotiable based on your previous work experience