We are seeking an experienced Paraplanning & Compliance Support Specialist to assist financial planners by managing client data, preparing compliant financial documents, and supporting reporting and audit preparation.
Key Responsibilities:
* Enter client information into IRESS/XPlan and company templates accurately.
* 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 culture
* Day shift (Australian Business Hours)
* Annual leave
* HMO
* Christmas Bonus equivalent to 1 month's wage (pro-rata)
Australian Government recognized qualifications desirable. Cert IV preferred. The ideal candidate will be proactive, flexible and have excellent time management skills.