Paraplanning & Portfolio Support Specialist

SPM Investment Group Pty Ltd; Maroochydore; On-site; AUD 60,000 - 80,000; Full time

Job summary

SPM Investment Group Pty Ltd in Maroochydore invites applications for a Planning Assistant with a strong client-service mindset and compliance focus. The role centers on paraplanning and supporting advisers in a boutique, independent firm serving private clients locally and abroad.

Ideal candidates bring 2–3 years in a similar role, experience with Xplan/IOS/FactSet, and solid Excel/Word skills. This hands-on position requires data integrity, attention to detail, and proactive teamwork.

Qualifications

• Experience with industry software (Xplan/IOS/FactSet).
• Proficiency in Microsoft Office (Excel & Word) and macOS.
• Strong attention to detail and exceptional communication skills.

Responsibilities

• Place portfolio trades with Advisers.
• Update portfolio transactions in Xplan (IPS).
• Compile Portfolio Valuations and Portfolio Performance Updates (monthly).
• Prepare Statements of Advice (SoA) when needed.
• Conduct securities/data research and analysis.
• Manage databases (FactSet).
• Communicate with clients to obtain updated financial information.
• Assist team with projects.

Skills

Attention to detail

Communication skills

Self-motivated

Team player

Tools

Xplan

IOS

FactSet

Excel

Word

macOS

Job description

SPM Investment Group Pty Ltd in Maroochydore invites applications for a Planning Assistant with a strong client-service mindset and compliance focus. The role centers on paraplanning and supporting advisers in a boutique, independent firm serving private clients locally and abroad.

Ideal candidates bring 2–3 years in a similar role, experience with Xplan/IOS/FactSet, and solid Excel/Word skills. This hands-on position requires data integrity, attention to detail, and proactive teamwork.