Offshore 24/7

Paraplanner

• Support Financial Planners with file preparation, scheduling and documentation behind every client meeting
• Prepare and maintain financial planning advice documents ahead of client meetings
• Keep compliance files and client records complete, accurate and audit-ready
• Track and follow up insurance, investment and Centrelink applications
• Handle client phone enquiries professionally, recording and routing messages accurately
• Support marketing initiatives including seminars, newsletters, website content and client events
• Work directly alongside qualified Australian financial planners on real client outcomes
• Build hands-on experience with Xplan and Australian financial advice compliance

Junior Paraplanner