Description

This role is designed to be flexible and tailored to suit your skills, experience, and career goals. Whether you're an experienced paraplanner or someone with complementary experience in accounting or financial services, we’d love to hear from you.

Key responsibilities may include:

Assisting in the preparation of Statements of Advice (SOAs) and Records of Advice (ROAs)
Conducting research and analysis on financial products and strategies
Supporting client reviews and ongoing service processes
Managing client data and CRM systems
Liaising with product providers and other stakeholders
Contributing to business development and process improvement
About You
We’re looking for someone who:

Has experience in financial planning or a related field (e.g., accounting, mortgage broking, superannuation, insurance)
Is detail-oriented, organised, and proactive
Communicates clearly and professionally
Is comfortable working independently and collaboratively
Is eager to grow with the business and take on new challenges
Has strong proficiency in Word and Excel
Why Join Us?
Flexible work arrangements – full-time, part-time (school hours acceptable)
Salary based on experience and hours worked
Career development opportunities as the business expands
Supportive, fun, and friendly team culture
Opportunity to shape your role and grow with us