Paraplanner (Australian Financial Planning)

About the Role

Are you an experienced paraplanner looking for your next opportunity? We're seeking a detail-oriented and skilled paraplanner to collaborate with Australian Financial Planners in creating effective advice strategies for our clients. At Advice Lab, we value precision, collaboration, and continuous growth. You'll work closely with authorized representatives, contributing to high-quality advice outcomes while being part of a supportive and inclusive workplace that promotes professional development.

Key Responsibilities

• •Develop and construct high-quality, compliant financial advice documents (SOAs and ROAs) and supporting materials according to adviser preferences and timelines
• •Ensure all advice documents are accurate, technically sound, and personalised in line with legislative requirements and guidelines
• •Assist in developing complex and comprehensive advice strategies tailored to authorized representatives' needs
• •Assess and model both current and recommended financial positions for authorized representatives
• •Update systems and workflows in alignment with provided directions
• •Build and maintain strong professional relationships with authorized representatives
• •Support the development and continuous improvement of paraplanning processes and procedures

Must-Haves

• •Minimum 1–2 years of experience handling similar paraplanning tasks
• •Experience with Xplan Financial Planning Software
• •Basic to intermediate proficiency in MS Outlook, Excel, Word, and PowerPoint
• •A graduate of any four (4) year course, or at least two (2) years in college with any bachelor's degree and a minimum of two (2) years of relevant work experience

What's in It for You

• •Competitive salary that reflects your experience and skills
• •13th month payment
• •Career growth in a supportive and structured environment
• •Relocation allowance (airfare and accommodation if relocating)
• •HMO coverage
• •Company‑provided equipment (PC / Laptop)
• •A positive, collaborative, and inclusive workplace that invests in your development