· Do you enjoy working in a fast paced and dynamic business?

· Would you like to join in an industry leading paraplanning company?

· Do you enjoy working from home and be supported by a team of professionals?

Administration (Paraplanning Assistant), work from home

We are a national multi-award winning paraplanning services company. Our services cover comprehensive financial modelling, product research and preparation of high-quality advice documents. We celebrated our 10th anniversary this July of quality and consistency. Due to increasing work volume, we are now looking for a dynamic administration (Paraplanning Assistant) to join our team (Australia based candidates only), starting at the end of October.

Your new role

· Work in the admin team, be contact for the recent work request from clients.

· Identify financial strategies.

· Organising the files based on financial strategies, to ensure there is no crucial missing information for the paraplanning team.

· Assist with the paraplanning manager in the files review process.

· Data entry in financial planning software and company’s internal system.

· Communication with clients on the information collection.





· Assist in managing access protocols.

· Implement recommendations in advice documents when required.

· Supporting the marketing team on the data search.

· All other general office administration duties and support to the business when required.

About you

· Be pro-active, self-motivated and a self-starter.

· Have a high attention for detail.

· Have a can-do attitude.

· Be energetic and a fast learner.

· Be a multitasker.

· Be highly organised and a disciplined approach to your work.

· Be customer service orientated and a good communicator.

· Be collaborative and a team player.

· Experiences in using Xplan fact find, or knowing Plutosoft, AdviserLogic.

You will need to have financial planning/strategies knowledge. Ideally you are already in the financial planning/paraplanning industry, an admin, a customer service role which would be to your advantage. We also welcome a financial planning graduate.

If this sounds like you, please do not hesitate to apply.

We look forward to hearing from you!

📌 Administration (Paraplanning Assistant), work from home (Sydney)
🏢 Mutual Paraplanning Services
📍 Sydney