Administration (Paraplanning Assistant), work from home

·       Do you enjoy working in a fast paced and dynamic business?

·       Would you like to join in an industry leading paraplanning company?

·       Do you enjoy working from home and be supported by a team of professionals?

Administration (Paraplanning Assistant), work from home

We are a national multi-award winning paraplanning services company. Our services cover comprehensive financial modelling, product research and preparation of high-quality advice documents. We celebrated our 10th anniversary this July of quality and consistency. Due to increasing work volume, we are now looking for a dynamic administration (Paraplanning Assistant) to join our team (Australia based candidates only), starting at the end of October.

Your new role

·       Work in the admin team, be contact for the new work request from clients.

·       Identify financial strategies.

·       Organising the files based on financial strategies, to ensure there is no crucial missing information for the paraplanning team.

·       Assist with the paraplanning manager in the files review process.

·       Data entry in financial planning software and company’s internal system.

·       Communication with clients on the information collection.

·       Assist in managing access protocols.

·       Implement recommendations in advice documents when required.

·       Supporting the marketing team on the data search.

·       All other general office administration duties and support to the business when required.

About you

·       Be pro-active, self-motivated and a self-starter.

·       Have a high attention for detail.

·       Have a can-do attitude.

·       Be energetic and a fast learner.

·       Be a multitasker.

·       Be highly organised and a disciplined approach to your work.

·       Be customer service orientated and a good communicator.

·       Be collaborative and a team player.

·       Experiences in using Xplan fact find, or knowing Plutosoft, AdviserLogic.

You will need to have financial planning/strategies knowledge. Ideally you are already in the financial planning/paraplanning industry, an admin, a customer service role which would be to your advantage. We also welcome a financial planning graduate.

If this sounds like you, please do not hesitate to apply.

We look forward to hearing from you!