Administration (Paraplanning Assistant), work from home

Mutual Paraplanning Services Pty Ltd; Sydney; Remote; AUD 55,000 - 75,000; Full time

Job summary

Mutual Paraplanning Services Pty Ltd is hiring an Administration (Paraplanning Assistant) to work from home in Australia. You will join a national paraplanning services team handling client requests, organizing financial strategy files, and assisting in paraplanning reviews.

Strong attention to detail, proactivity, and teamwork are essential. The role involves data entry in financial planning software, client communication, and supporting both admin and paraplanning processes with a

Qualifications

• Be proactive, self-motivated and a self-starter.
• High attention for detail is essential.
• Energetic, fast learner and highly organised.
• Customer service oriented with good communication skills.
• Collaborative and a team player.
• Experience with Xplan fact find, Plutosoft or AdviserLogic is valued.

Responsibilities

• Serve as the admin contact for new client work requests.
• Identify financial strategies and organise files accordingly.
• Ensure complete information for paraplanning team.
• Assist paraplanning manager in file review.
• Data entry in planning software and internal systems.
• Communicate with clients to collect required information.
• Support access protocols and implement recommendations in documents.
• Assist marketing with data search and perform general admin duties.

Skills

Proactive

Self-motivated

Attention to detail

Fast learner

Organised

Customer service

Good communicator

Team player

Xplan fact find

AdviserLogic

Plutosoft

Tools

Xplan fact find

Plutosoft

AdviserLogic

Job description

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 businesswhen required.

About you

• Be pro-active, self-motivated and a self-starter.
• Have ahigh attention for detail.
• Be energetic and a fast learner.
• 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!

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Your application will include the following questions:

• Which of the following statements best describes your right to work in Australia?
• What's your expected annual base salary?
• How many years' experience do you have in an Administration Role?
• How much notice are you required to give your current employer?