Paraplanner

About On Point Paraplanning

We are continuously seeking motivated individuals to join our dedicated team at On Point Paraplanning. Our culture emphasizes passion for delivering top-tier financial advice and a genuine commitment to client outcomes. We accommodate flexible working arrangements, whether part-time or full-time, for professionals devoted to exceptional service and meticulous attention to detail.

Our team comprises skilled paraplanning experts who believe that high-quality advice is grounded in strong professional relationships. To uphold this, we assign dedicated paraplanners to nurture reliable, long-term partnerships with our Advisers. This method improves the quality, efficiency, and customization of our services while making the role more fulfilling and adaptable to each Advice Practice's specific needs.

If you value building established relationships and direct client interaction, combined with autonomy in managing your workflow to suit your lifestyle, you may be the ideal candidate for our team.

Role and Responsibilities

• Manage your schedule independently while producing high-quality documents adhering to our standards.
• Proactively seek relevant information and clarifications as needed.
• Develop and maintain ongoing relationships with advisers and their support teams.
• Understand and appreciate the critical role paraplanning plays within the overall advice process.
• Engage and collaborate effectively within the team and with clients.

Candidate Requirements

• Reside in Australia and hold valid working rights.
• Possess at least 4 years of paraplanning experience.
• Have a minimum of 2 years experience using Xplan software.
• Demonstrated experience with multi-entity advice.
• Hold an advanced diploma or equivalent qualification.
• Maintain strict security standards, especially concerning cyber protection.
• Skilled in Microsoft Office Suite applications.
• Ability to participate effectively in meetings via Microsoft Teams or similar platforms.
• Possess or be willing to apply for an Australian Business Number (ABN).

Additional Details

This role offers the potential to earn compensation exceeding typical paraplanning salaries, with earnings primarily influenced by your availability and skill level.