Contract Paraplanners - Nationwide (Remote) (Brisbane)

Contract Paraplanners - Nationwide (Remote) (Brisbane)

03 Nov
|
Infocus Wealth Management
|
Brisbane

03 Nov

Infocus Wealth Management

Brisbane

We’re a multi-award winning ‘new model’ financial services enterprise that is advice led, and client obsessed. We operate Australia’s only end-to-end wealth platform dedicated to empowering financial advice professionals with the freedom, infrastructure, and support they need for success in the business of financial advice.

For over 30 years we’ve balanced founder-led values with industry leading technology, giving advisers true autonomy backed by national infrastructure, support and client-first discipline.

We combine best practice business and operating models, driven by leading edge SaaS and PaaS technology, investment solutions, and a client-centric framework, ensuring financial advisers have everything they need for success. Our end-to-end approach gives our partners the autonomy to operate their businesses their way, backed by the resources of a national, trusted, founder-led network.

To help us continue delivering our high-quality advice,



we are currently seeking experienced paraplanners to join our Paraplanning Service team on a contract basis.

As an experienced contract paraplanner you will provide the essential support to our adviser network by developing high-quality financial advice documents. These plans will include easy and complex strategies as well as financial modelling, where required.

As a contractor you will have the flexibility to set your own hours and work from the comfort of your own home – all we ask in return is that you provide accurate and compliant advice documents within the service level agreements set by Infocus.

To be successful, you will require:

- Previous experience as a paraplanner

- Excellent attention to detail

- Experience preparing advice documents for a range of planning strategies

- Demonstrated interpersonal and communication skills

- Excellent organisational and time management skills

- Strong analytical, problem solving and technical abilities

📌 Contract Paraplanners - Nationwide (Remote) (Brisbane)
🏢 Infocus Wealth Management
📍 Brisbane

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