Job Description
In Wealth Financial Services – Brisbane QLD
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Flexible hours | Consistent workflow | Supportive team
About In Wealth Financial Services n
In Wealth Financial Services provides high-quality paraplanning and back-office support to licensees and independent financial advisers across Australia. Our team is committed to delivering accurate and compliant Statements of Advice (SoAs) while ensuring a seamless experience for our clients.
The Opportunity n
Due to increased demand, we're expanding our contract paraplanner team. This is a remote, home-based role offering flexibility in both workload and working hours. If you're looking for consistent work and the freedom to choose how much you take on, we'd love to hear from you.
What You'll Do n
As a contract paraplanner, your primary responsibility will be to prepare high-quality, compliant SoAs for our clients. You will:
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Work with our workflow coordinator to manage your caseload based on your capacity and expertise.
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Liaise directly with financial advisers to clarify details and ensure accuracy.
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Receive mentoring to help you quickly adapt to licensee requirements.
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Have your work reviewed with constructive feedback to support your ongoing development.
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Is This Role Right for You? n




We're looking for experienced paraplanners who can hit the ground running. This role is ideal if you are:
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An established contract paraplanner seeking additional and consistent workflow.
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A full-time paraplanner looking to transition into contracting for greater flexibility.
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What You'll Need n
To succeed in this role, you must have:
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At least
2 years of paraplanning experience
.
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Proficiency in one or more of
Xplan and Xtools+
,
AdviserLogic
, or
Plutosoft
.
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A
Diploma of Financial Planning
and a willingness to pursue further qualifications.
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Robust
attention to detail
and the ability to work quickly and accurately.
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Excellent
verbal and written communication skills
.
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A professional and courteous manner.
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Please note:
This role is
not suitable
for those with limited paraplanning experience or minimal exposure to the software listed above.
Technical Requirements n
To work with us, you'll need:
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A
PC with the latest version of MS Office
and up-to-date antivirus software.
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The ability to meet
stringent security requirements
.
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Availability to take calls during
business hours
.
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📌 Paraplanner (Brisbane)
🏢 In Wealth Financial Services
📍 Brisbane