: We are seeking a motivated and detail-oriented Client Services Officer/Paraplanner to join our dynamic team. This is a remote position, allowing you to work from the comfort of your home.

We are looking for someone to work with us 2 days per week (16 hours)(which could increase to 3 days)

Key Responsibilities:

- Prepare detailed financial plans (SOAs and ROAs) and projections/modelling for our adviser clients.
- Complete Strategy papers, BID papers, research products and strategies
- Assist with Implementation and Day to day office running
- Manage multiple tasks efficiently.

Qualifications:

- Minimum of 3 years of experience in a paraplanning role.
- Proficiency in financial planning software AdviserLogic
- Strong attention to detail and organizational skills.
- Ability to work independently and thinking outside of box
- Excellent communication and interpersonal skills.
- DFP/ADFP (min)

Benefits:

- Market-competitive salary equivalent of $70,000(inc SG) Full time p.a
- Work-from-home arrangement.
- Opportunities for professional development and career advancement.

📌 Client Services Officer/Paraplanner (Australia)
🏢 Amber Wealth
📍 Australia