15h Left Paraplanning

1 day ago

City of Melbourne, Australia Virtual Staff 365 Full time

Our client is a Melbourne-based financial planning firm providing tailored wealth management, financial advice, and compliance support. They operate with a strong focus on accuracy, transparency, and professional standards, ensuring client-first outcomes.

They are seeking an experienced Paraplanning & Compliance Support Administrator who will assist financial planners by managing client data, preparing compliant financial documentation, and supporting reporting and audit preparation.

Key Responsibilities:

- Accurately enter client information into IRESS/XPlan and company templates.

- Complete financial modelling as directed using IRESS/XPlan.

- Prepare Statements of Advice (SOA), Records of Advice (ROA), and related documents following compliance guidelines.

- Review and check documentation for completeness, consistency, and adherence to compliance standards.

- Liaise with internal teams to clarify missing data or inconsistencies.

- Maintain confidentiality and integrity of all client records.

- Generate, name, and store digital files in accordance with company policy.

- Support reporting, audit preparation, and document organisation.

Qualifications:

- 2+ years in administrative, paraplanning, or compliance support roles, preferably within financial services.

- Familiarity with IRESS/XPlan or similar financial modelling tools (Intermediate level).

- Strong written and verbal communication skills in English.

- Understanding of compliance and documentation requirements in financial services.

- Intermediate proficiency in Microsoft Office and Google Workspace.

- Highly organised with attention to detail and ability to prioritise multiple tasks.

- Professional, diligent, and consistent, with a strong sense of responsibility for data accuracy.

Benefits:

- Permanent remote work arrangement

- Australian Company with a fantastic company culture

- Day shift (Australian Business Hours)

- Annual leave

- HMO

- Christmas Bonus equivalent to 1 month's wage (pro-rata)

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