Financial Planning Associates/ Paraplanners

Mức độ phù hợp và xếp hạng của bạn so với ứng viên khác như thế nào?
$ 400-1000 /month
Job description
About Us: At FinAssist, we are a dynamic and rapidly expanding firm specializing in outsourced Financial Planning services for Australian Advisers. Our clients' offices are located across different cities including Sydney, Melbourne, Adelaide and Brisbane providing a vibrant and collaborative working environment for our team members. More information can be found from our mother company's website at [protected info]
Position Overview: We are seeking motivated graduates to join our team as Paraplanners, supporting Financial Advisers who provide personal financial advice to individual clients. This role is ideal for those who are interested in wealth management, personal finance, and financial planning.
Applicants with prior experience will be offered a rate that reflects their capabilities.
Note: This is not a corporate finance role. You will not be working on company financials, M&A, or valuation. All work relates to individual clients and their personal financial strategies.
Students awaiting graduation who are able to work full-time and have outstanding academic results are also welcome.
Key Responsibilities:
Advice Support
• Prepare advice documents based on adviser instructions.
• Ensure documents are accurate, compliant, and delivered on schedule.
Client Case Management
• Maintain up-to-date client information using XPLAN (training provided).
• Assist advisers with tracking client progress and follow-up requirements.
Product Research
• Compare superannuation, investment, and insurance products.
• Summarize product features to support adviser recommendations.
Applications & Administration
• Prepare application forms for personal financial products.
• Follow up with clients and external providers (super funds, insurers, fund managers).
• Coordinate meetings and prepare documents for client reviews.
Process Improvement
• Collaborate with the team to streamline workflows and improve service quality.