Experienced Paraplanner | AU Clients | Hybrid Setup

We are seeking an experienced Paraplanner to provide essential support to our financial advisers. You will play a key role in producing high‑quality advice documents, conducting research, and supporting end‑to‑end financial planning processes.

This role offers exposure to complex Australian advice strategies, the opportunity to work with different advisers and CRMs, and a flexible hybrid setup that promotes long‑term growth and collaboration.

Key Responsibilities:

• Prepare comprehensive SOA and ROA advice documents

• Create detailed review packs and client documentation

• Conduct client data collection and CRM data entry

• Perform financial modelling and research on suitable financial products and services

• Prepare superannuation and lodgement‑related applications for financial products and services

• Prepare a variety of client and investment reports

• Assist financial planners with the implementation of recommendations

• Provide administrative support, including CRM tasks

• Ensure proper use of company equipment and software

• Complete required training to continuously improve skills

• Provide any related or incidental services required for effective support delivery

Paraplanner Qualifications

• Minimum of 4 years’ experience as a Paraplanner

• Bachelor’s degree preferred (Economics, Accounting, Finance, or similar)

• Proficiency in Xplan

• Strong written and verbal communication skills in English

• Proficient in Microsoft Word and Excel

• Ability to work independently with minimal supervision

• Strong attention to detail and commitment to high‑quality advice output

• Motivated, collaborative, and team‑oriented

Remuneration Package:

• Monthly Compensation: Competitive and aligned with experience

• Signing bonus available in addition to competitive salary and benefits

• Mid‑Year Performance Bonus – reward for contribution, quality, and consistency

• Hybrid Setup: Flexibility to work both remotely and on‑site

• Private Health Care Insurance: Comprehensive coverage provided

• Holidays: Observance of Philippine public holidays

• Annual Leave: 20 days of paid annual leave

• Professional Development: Annual conference, retreat, or training support

• Additional Benefits: Flexible working hours and technology allowance

Potential Career Paths:

• Senior Paraplanner: Take on complex strategies and mentor junior paraplanners

• Team Lead / Manager: Lead a team, manage workflows, and ensure quality standards

• Specialised Roles: Opportunities to specialise in compliance, investment analysis, or financial planning systems

What We Offer:

• A supportive culture that values quality, growth, and collaboration

• Flexible working arrangements aligned with Australian business hours

• Exposure to multiple advisers, advice styles, and systems

• Clear career progression and long‑term development opportunities