Overview
The Company Modern Advisory firm, fast-growing. Modern Advisory firm, fast-growing AFSL financial advice business built around high-quality, holistic client outcomes. With a strong focus on technology, efficiency and advice quality, the business is scaling with a clear vision—delivering structured, compliant advice while building long-term client relationships. The firm offers a collaborative and forward-thinking environment, where paraplanners play a central role in the advice process—not just back-office support.
The Position
Para Planner – Financial Planning Full-time | Work From Home
This is a genuine opportunity for an experienced paraplanner to step into a high-impact technical role, working directly alongside the Adviser to deliver quality financial strategies.
The Role
You will sit at the core of the advice process:
* Lead SOA production across new and existing clients
* Develop and refine client strategies alongside the Adviser
* Attend client meetings as 2nd chair
* Ensure accurate and compliant implementation of advice
* Manage client data, documentation and workflow systems
* Contribute to a tech-enabled, efficient advice model
This is a true paraplanning role—focused on strategy, structure and execution within an AFSL environment.
The Rewards
* Salary circa $80,000 + super
* Work from home flexibility
* Direct exposure to client strategy and advice delivery
* Mentoring from an experienced, growth-focused Director
* High-quality systems and tech-enabled workflows
* Long-term optional pathway into advice (if desired)
Advice. Structure. Precision.
Job Category: Associate Financial Advisor Paraplanner
Job Type: Full Time WFH
Job Location: Brisbane Canberra Home Melbourne Sydney
Experience: 3-5 Years
Salary Range: $80-$90k
Note: This description focuses on the responsibilities and qualifications for the role. Any application-specific instructions or forms should be kept separate from the core job description.
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