Senior Paraplanner — Remote & AI-Driven Advisory

My Online Adviser Pty; Maroochydore; À distance; AUD 80 000 - 100 000; Plein temps

Résumé du poste

My Online Adviser Pty is seeking an experienced Paraplanner or Senior Paraplanner for a fully remote position across Australia, with Sunshine Coast location given favorable consideration for occasional in-person collaboration. The role focuses on high-quality advice documentation and leveraging AI-powered workflows to boost client outcomes and efficiency.

You will work with Advisers and specialists to prepare Statements of Advice, run modelling, and maintain compliant documentation using Xplan

Qualifications

• Diploma/Advanced Diploma of Financial Planning or equivalent financial planning qualification.
• Previous paraplanning experience within an Australian financial advice practice.
• Strong written communication and attention to detail.
• Experience producing compliant advice documents.
• Experience using Xplan.
• Xtools+
• WealthSolver
• Risk Researcher
• Experience with AI tools, workflow automation, or digital transformation projects.

Responsabilités

• Prepare Statements of Advice, Records of Advice and advice documentation.
• Conduct modelling and strategy research across a range of advice areas.
• Utilise Xplan and supporting advice software to generate and maintain advice documentation.
• Support quality assurance and compliance review processes.
• Contribute to the development and management of AI agents and automated advice workflows.
• Identify opportunities to improve systems, processes and efficiencies.

Connaissances

Paraplanning experience

Written communication

Attention to detail

Formation

Diploma/Advanced Diploma of Financial Planning

Outils

Xplan

Xtools+

WealthSolver

Risk Researcher

Description du poste

My Online Adviser Pty is seeking an experienced Paraplanner or Senior Paraplanner for a fully remote position across Australia, with Sunshine Coast location given favorable consideration for occasional in-person collaboration. The role focuses on high-quality advice documentation and leveraging AI-powered workflows to boost client outcomes and efficiency.

You will work with Advisers and specialists to prepare Statements of Advice, run modelling, and maintain compliant documentation using Xplan