Remote Paraplanner (Contract) – Flexible SoA Support

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 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