Home > Jobs > Job DetailsParaplanner (Homebased)
Back to all vacancies
Paraplanner (Homebased)

Paraplanner (Homebased)

Full Time Employee
Strong Support Team

Job Summary

Prepare Statements of Advice, Records of Advice, and strategy documents

Job Description

Key Responsibilities
  • Prepare Statements of Advice, Records of Advice, and strategy documents
  • Conduct technical research and strategy modelling
  • Analyze client data and financial positions
  • Ensure all advice documents meet compliance and regulatory standards
  • Work closely with financial advisers to refine and implement strategies
  
Qualifications
  • 5 to 7+ years experience as a Paraplanner within an Australian financial advice firm
  • Strong technical knowledge of superannuation, pensions, investments, insurance, and retirement strategies
  • ASIC RG146 compliant
  • Relevant tertiary qualification in Financial Planning, Commerce, or similar
  • Experience using Plutosoft (Nice to have)
  • Experience with other financial modelling or advice software (Nice to have)
  • Progress toward or completion of FASEA education standards (Nice to have)
  
Additional Information
  • Homebased
  • M to F, 11am to 8pm

Upload resume*

PDF or Microsoft Word file only. Max of 2MB file size.

By clicking on the "Submit" button I hereby allow Outsourced Quality Assured Services, Inc. ("Outsourced") to store and collect my personal information for the purposes of employment application. As such, I agree and authorize Outsourced to collect, store, or continue to use my personal information for the above-stated purpose, and to retain my personal information for a period of 1 year, and for these purposes only.