Administration (Paraplanning Assistant), work from home

- Do you enjoy working in a quick 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 new 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 businesswhen required.

About you

- Be pro-active, self-motivated and a self-starter.
- Have ahigh attention for detail.
- Be energetic and a fast learner.
- 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!

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Your application will include the following questions:

- Which of the following statements best describes your right to work in Australia?
- What's your expected annual base salary?
- How many years' experience do you have in an Administration Role?
- How much notice are you required to give your current employer?

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