Paraplanner

Offshore Paraplanner (Australian Financial Planning)
We are an Australian-based financial planning firm supporting professionals and business owners with high-quality, compliant advice. We are looking for an experienced offshore paraplanner who has previously worked with Australian advice practices and takes pride in producing clear, accurate, audit-ready SOAs.

This is not a data-entry role. You will be responsible for producing high-standard advice documents that reduce adviser workload and meet Australian regulatory expectations.

What you’ll be responsible for
Preparing high-quality Statements of Advice (SOAs) and Records of Advice (ROAs) aligned with Australian compliance standards
Producing accurate client documentation including Fact Finds, strategy modelling outputs and supporting schedules
Conducting financial modelling and strategy analysis using XPLAN and XTools+
Researching and comparing investment and insurance solutions with clear rationale
Preparing insurance quotes and product comparisons
Ensuring all advice documents are complete, consistent, and audit-ready before adviser review
Proactively identifying errors, gaps, or inconsistencies in client data or strategy assumptions
Your work should require minimal rework and allow the adviser to focus on strategy, client relationships, and growth.

What “good” looks like in this role
SOAs that are technically sound, logically structured, and easy for clients to understand
Strong attention to detail — errors are rare, not expected
Ability to work independently once standards and templates are learned
Comfortable working to deadlines without constant follow-up
Willingness to ask questions early rather than guess

Experience & skills required
Minimum 3 years’ experience working with Australian financial planning firms
Bachelor’s degree in Accounting, Finance, or similar
RG146 (preferred but not mandatory)
Strong understanding of Australian:

Superannuation
Investments
Insurance strategies
Compliance requirements
Hands-on experience with XPLAN (XTools+, Risk Researcher, WealthSolver essential)
Demonstrated 3+ years of advanced XPLAN usage with proficiency in complex financial modelling and comprehensive system functionality
Excellent written English and professional communication skills
Highly organised, analytical, and detail-oriented

Work setup
Full-time, remote (work-from-home)
Australian business hours
Stable internet connection (minimum 50 Mbps)
Backup power supply
Dedicated, quiet workspace

Why work with us
Exposure to real, complex advice (not cookie-cutter templates)
Clear expectations and structured workflows
Long-term role with stability
Competitive salary package including:

Paid annual and sick leave
13th-month pay
Performance-based bonuses
Ongoing training and development

Application requirement (important)
To apply, include a brief note explaining:

Your experience with Australian SOAs
The most complex advice you’ve worked on
Why you believe paraplanning quality matters
Applications that do not include this will not be considered.

Employer questions
Your application will include the following questions:
What’s your expected monthly basic salary?

Which of the following types of qualifications do you have?

How many years’ experience do you have in the financial services industry?

How many years’ experience do you have as a Paraplanner?

Do you have a Bachelor Degree?

How many years’ experience do you have in the insurance industry?

How many years’ experience do you have in a Financial Planning Role?