Job Description

Administration (Paraplanning Assistant), work from home n

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- Do you enjoy working in a fast paced and dynamic business?
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- Would you like to join in an industry leading paraplanning company?
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- Do you enjoy working from home and be supported by a team of professionals?
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Administration (Paraplanning Assistant), work from home

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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.

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Your new role

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- Work in the admin team, be contact for the recent work request from clients.
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- Identify financial strategies.
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- Organising the files based on financial strategies, to ensure there is no crucial missing information for the paraplanning team.
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- Assist with the paraplanning manager in the files review process.
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- Data entry in financial planning software and company’s internal system.
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- Communication with clients on the information collection.
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- Assist in managing access protocols.
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- Implement recommendations in advice documents when required.
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- Supporting the marketing team on the data search.
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- All other general office administration duties and support to the businesswhen required.
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About you

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- Be pro-active, self-motivated and a self-starter.
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- Have ahigh attention for detail.
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- Be energetic and a fast learner.
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- Be highly organised and a disciplined approach to your work.
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- Be customer service orientated and a good communicator.
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- Be collaborative and a team player.
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- Experiences in using Xplan fact find, or knowing Plutosoft, AdviserLogic.
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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.

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

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We look forward to hearing from you!

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Hirer responsiveness Salary match Number of applicants

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Your application will include the following questions:

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- Which of the following statements best describes your right to work in Australia?
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- What's your expected annual base salary?
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- How many years' experience do you have in an Administration Role?
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- How much notice are you required to give your current employer?
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📌 Administration (Paraplanning Assistant), work from home (Sydney)
🏢 Mutual Paraplanning Services
📍 Sydney