Paraplanner

In Wealth Financial Services; City of Brisbane; Remote; AUD 60,000 - 90,000; Full time

Benefits offered by this job

Remote work

Flexible hours

Supportive team

Job summary

In Wealth Financial Services – Brisbane QLD is seeking a contract paraplanner to prepare high-quality, compliant SoAs for clients. The role is remote and home-based, offering flexible workload and hours with mentoring and feedback.

You will liaise with advisers, manage caseload with a workflow coordinator, and develop under licensee requirements. Candidates should have at least 2 years paraplanning experience, proficiency in Xplan/Xtools+/AdviserLogic or Plutosoft, and hold a Diploma of

Qualifications

• Minimum 2 years paraplanning experience.
• Diploma of Financial Planning.
• Proficiency with Xplan, Xtools+, AdviserLogic or Plutosoft.
• Strong attention to detail and accuracy.
• Excellent verbal and written communication skills.

Responsibilities

• Prepare high-quality, compliant Statements of Advice (SoAs).
• Coordinate caseload with the workflow coordinator based on capacity.
• Liaise with financial advisers to clarify details and ensure accuracy.
• Receive mentoring and feedback to align with licensee requirements.

Skills

Paraplanning

Attention to detail

Communication skills

MS Office proficiency

Time management

Remote work discipline

Education

Diploma of Financial Planning

Tools

Xplan

Xtools+

AdviserLogic

Plutosoft

Job description

In Wealth Financial Services – Brisbane QLD

Flexible hours | Consistent workflow | Supportive team

About In Wealth Financial Services

In Wealth Financial Services provides high-quality paraplanning and back-office support to licensees and independent financial advisers across Australia. Our team is committed to delivering accurate and compliant Statements of Advice (SoAs) while ensuring a seamless experience for our clients.

The Opportunity

Due to increased demand, we’re expanding our contract paraplanner team. This is a remote, home-based role offering flexibility in both workload and working hours. If you’re looking for consistent work and the freedom to choose how much you take on, we’d love to hear from you.

What You’ll Do

As a contract paraplanner, your primary responsibility will be to prepare high-quality, compliant SoAs for our clients. You will:

• Work with our workflow coordinator to manage your caseload based on your capacity and expertise.
• Liaise directly with financial advisers to clarify details and ensure accuracy.
• Receive mentoring to help you quickly adapt to licensee requirements.
• Have your work reviewed with constructive feedback to support your ongoing development.

Is This Role Right for You?

We’re looking for experienced paraplanners who can hit the ground running. This role is ideal if you are:

• An established contract paraplanner seeking additional and consistent workflow.
• A full-time paraplanner looking to transition into contracting for greater flexibility.

What You’ll Need

To succeed in this role, you must have:

At least 2 years of paraplanning experience.

Proficiency in one or more of Xplan and Xtools+, AdviserLogic, or Plutosoft.

A Diploma of Financial Planning and a willingness to pursue further qualifications.

Strong attention to detail and the ability to work quickly and accurately.

Excellent verbal and written communication skills.

A professional and courteous manner.

Please note: This role is not suitable for those with limited paraplanning experience or minimal exposure to the software listed above.

Technical Requirements

To work with us, you’ll need:

• A PC with the latest version of MS Office and up-to-date antivirus software.
• The ability to meet stringent security requirements.
• Availability to take calls during business hours.