Offer summary

Qualifications:

Experience in financial planning or paraplanning., Relevant certifications or educational background in finance., Ability to work independently and remotely., Strong analytical and communication skills..

Key responsibilities:

Prepare and review financial advice documentation.

Assist advisers with financial planning processes.

Ensure compliance with industry regulations.

Support clients and advisers as needed.

Paraplanner.com.au is an Australian owned and operated outsourcing solution for Financial Advisers to be able to outsource their Paraplanning needs. All our Paraplanners are Australian based and trained and are specialists in all areas of Statement of Advice preparation. Whether it is XPlan, COIN, Midwinter or Microsoft word based statements of advice we will have the perfect Paraplanner to assign to your specific needs.

Job description

If you are an expert paraplanner, we need you! Perhaps you have been looking for paraplanning jobs or have been considering paraplanning from home. We would love to help you out.

Over the past 8 years, Seed Financial Services through Paraplanner, has helped establish contracts for paraplanners so that they can work from home or in adviser offices.

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