Remote Paraplanning Admin Specialist

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

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