Paraplanner

2 weeks ago

Sunshine Coast Queensland, Australia Coastal Paraplanning Full time $60,000 - $80,000 per year

We are expanding We will be looking to hire a remote (Australian-based only) paraplanner in the new year (Jan/Feb The lead-up to Christmas is crazy busy, so we are putting it out there early that we are taking applications for consideration.

About Coastal Paraplanning

  • Fully remote, based on the Sunshine Coast, QLD
  • Service boutique financial planning offices, including HNW

About you:

  • Be based in Australia (offshore candidates will not be considered)
  • Have at least 2 years experience as a full-time in-house paraplanner (including completing research, modelling and creating SOAs), or as an outsource/contract paraplanner.
  • Confident with the following areas of advice and strategies (super/pension, defined benefits, investment, insurance, debt (including gearing), SMSF, Centrelink, and estate planning)
  • Company, trust, and DVA knowledge are preferred, but not a requirement
  • Aged care is a bonus but not a requirement
  • Have Xplan experience (experienced and proficient in Xtools+, RiskResearcher, and WealthSolver), including SMSF
  • Multi-entity modelling (trust and company) is preferred, but not a requirement
  • Be comfortable creating SOAs through multiple formats (Xplan wizard, multiple manual word-based templates, and proprietary software)
  • Can manage your own workflow effectively
  • Be comfortable with contract/casual employment (will consider both for the right candidate)
  • Can provide at least one recent reference for your paraplanning-related work.

If you feel like this might fit for you, head to , follow the instructions, and I'll be in touch over the next few months.

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