Remote Senior Paraplanner — Contract to Full‑Time Path

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

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.