Contract Senior Paraplanner (onshore working remotely)

Mutual Paraplanning Services Pty Ltd; Sydney; Remote; AUD 90,000 - 130,000; Full time

Job summary

Mutual Paraplanning Services Pty Ltd in Sydney CBD NSW is seeking a Contract Senior Paraplanner to support financial advisers with high-quality paraplanning work. The role offers remote work on a permanent contract path, with onshore candidates preferred.

You will lead steps in strategy formulation, product research and documentation such as SoAs, RoAs and Strategy Papers, while meeting fixed turnaround times and maintaining compliance.

Qualifications

• At least 3+ years paraplanning experience in financial modelling and SoA preparation.
• Experience with strategies across super, pension, insurance, investments and retirement.
• ABN ready or willing to apply; onshore candidates only.
• Must have a dedicated home office with PC (Windows 11), fast internet and 2+ monitors.

Responsibilities

• Assisting financial advisers with strategies formulation, product research and recommendation discussions.
• Preparation of high quality compliant advice documents not limited to Statement of Advice, Record of Advice, Strategy Paper etc., within fixed turnaround times.
• Data entry, modelling and advice document edits as part of the process.
• Consistently completing one request per day, subject to complexity.
• Applying your modelling & SoA writing experience in Plutosoft and AdviserLogic.
• Excellent knowledge of XPlan Xtools+/IPS/WS/Risk Researcher.
• Being fully contactable and responsive during business hours.

Skills

Paraplanning

Financial modelling

SoA writing

Autonomy

Communication skills

Customer service

Tools

Plutosoft

AdviserLogic

XPlan Xtools+

IPS

WS

Risk Researcher

Job description

Contract Senior Paraplanner (onshore working remotely)

Mutual Paraplanning Services Pty Ltd – Sydney CBD NSW

• Do you thrive in an environment that offers predictable workflow and the security of ongoing contract work?
• Do you like to work in a dynamic team with supports to each other?
• Would you like to work from home?

About us

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 continuous work volume increase, we are now looking for experienced professional senior paraplanners to join our team (onshore candidates only). The position starts as a contractor and it will lead to a full time role for the right candidate.

Your new role

You will play a key position in supporting financial advisers through high quality, compliant, and timely paraplanning work.

Key responsibilities

Assisting financial advisers with strategies formulation, product research and recommendation discussions.

Preparation of high quality compliant advice documents not limited to Statement of Advice, Record of Advice, Strategy Paper etc., within fixed turnaround times.

Data entry, modelling and advice document edit as part of the process.

Consistently completing one request per day, subject to complexity.

Applying your modelling & SoA writing experience in Plutosoft and AdviserLogic.

Excellent knowledge of XPlan Xtools+/IPS/WS/Risk Researcher.

Being fully contactable and responsive during business hours.

ABN ready or happy to apply.

Benefits to you

Consistent workflow and stable income.

Working remotely to minimize commutation time/cost.

Your own time management.

Leading to a full time role for the right candidate.

All around team support.

Ongoing learning and CPD education available.

About you

You are someone who brings both technical depth and professional maturity. You have:

Highly developed problem-solving skills.

Advanced financial modelling skills.

The ability to work autonomously.

A flexible approach to working arrangements.

A customer service mindset and strong communication skills.

To be successful:

You will have at least 3+ years recent paraplanning experience in financial modelling and SoAs preparation, covering strategies across super, pension, insurance, investment, debt and retirement.

We are seeking individuals who already have a safety home office set up ready including dedicated and non-hazardous working space equipped with a PC (at least Windows 11 system), fast speed internet, 2+ computer monitors.

If you are available to commit to at least 12 months and be consistent with your availability for this role then you will be strongly prioritised. Please note this position is not suitable for candidates who are looking for after business hours or weekend work.