This role is designed to be flexible and tailored t o suit your skills, experience, and career goals. Whether you're an experienced paraplanner or someone with complementary experience in accounting or financial services, we’d love to hear from you. Key responsibilities may include: Assisting in the preparation of Statements of Advice (SOAs) and Records of Advice (ROAs) Conducting research and analysis on financial products and strategies Supporting client reviews and ongoing service processes Managing client data and CRM systems Liaising with product providers and other stakeholders Contributing to business development and process improvement About You We’re looking for someone who: Has experience in financial planning or a related field (e.g., accounting, mortgage broking, superannuation, insurance) Is detail-oriented, organised, and proactive Communicates clearly and professionally Is comfortable working independently and collaboratively Is eager to grow with the business and take on new challenges Has strong proficiency in Word and Excel Why Join Us? Flexible work arrangements – full-time, part-time (school hours acceptable) Salary based on experience and hours worked Career development opportunities as the business expands Supportive, fun, and friendly team culture Opportunity to shape your role and grow with us
