Paraplanner

Role Overview

We are looking for a highly organised and detail-driven Paraplanner to support financial advisers in delivering compliant, high-quality advice to clients. You will play a key role in ensuring advice is accurately prepared, efficiently implemented, and consistently maintained across client portfolios.

What You Will Do

Prepare and support the production of Statements of Advice (SOA) and Records of Advice (ROA). Manage ongoing client review cycles, including preparation and follow-ups. Maintain accurate and up-to-date records in CRM systems such as Xplan, AdviserLogic, or Midwinter.

Why It Might Be a Fit

Minimum 3 years of experience in a paraplanning or related role. Strong understanding of Australian financial planning processes and compliance requirements. Experience using CRMs (e.g. Xplan, AdviserLogic, Midwinter, or similar tools).

Requirements

• Minimum 3 years of experience in a paraplanning or related role
• Strong understanding of Australian financial planning processes and compliance requirements
• Experience using CRMs (e.g. Xplan, AdviserLogic, Midwinter, or similar tools)
• High attention to detail and accuracy in documentation
• Excellent written and verbal English communication skills
• Ability to manage multiple tasks and meet deadlines in a fast-paced environment
• Proactive, reliable, and able to work independently

Benefits

• Flexible work schedule
• Opportunity to work with a well-established financial advisory firm
• Competitive compensation range: $2,000 AUD - $2,500 AUD / Monthly

Originally posted on Himalayas