Job Description: We are seeking a motivated and detail-oriented Client Services Officer/Paraplanner to join our energetic team. This is a

remote

position, allowing you to work from the comfort of your home - Part-time for 6 months with a potential for permament part time.

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) 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 (Perth)
🏢 Amber Wealth
📍 Perth