Senior Paraplanner – Remote in Adelaide

Senior Paraplanner – Remote in Adelaide

Adelaide Full-Time 94500 - 115500 $ / year (est.) Remote
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At a Glance

  • Tasks: Create high-quality advice documents and utilise AI workflows for better client outcomes.
  • Company: My Online Adviser Pty, a forward-thinking advisory firm embracing remote work.
  • Benefits: Fully remote role with occasional in-person collaboration and flexible working hours.
  • Other info: Opportunity to work from anywhere in Australia with a focus on innovation.
  • Why this job: Join a dynamic team and leverage AI to enhance client advisory services.
  • Qualifications: Experience as a Paraplanner or Senior Paraplanner with strong documentation skills.

The predicted salary is between 94500 - 115500 $ per year.

My Online Adviser Pty is seeking an experienced Paraplanner or Senior Paraplanner for a fully remote position across Australia, with Sunshine Coast location given favorable consideration for occasional in-person collaboration.

The role focuses on high-quality advice documentation and leveraging AI-powered workflows to boost client outcomes and efficiency.

You will work with Advisers and specialists to prepare Statements of Advice, run modelling, and maintain compliant documentation using Xplan.

Senior Paraplanner – Remote in Adelaide employer: My Online Adviser Pty

My Online Adviser Pty is an exceptional employer that champions a fully remote work culture, allowing you to balance your professional and personal life while contributing to innovative AI-driven advisory services. With a focus on employee growth, we offer opportunities for skill enhancement and collaboration with industry specialists, particularly valuing those based in the Sunshine Coast for occasional face-to-face interactions. Join us to be part of a forward-thinking team dedicated to delivering high-quality advice and improving client outcomes.

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Contact Details:

My Online Adviser Pty Recruitment Team

We think you need these skills to ace Senior Paraplanner – Remote in Adelaide

Paraplanning
Statement of Advice Preparation
Compliance Documentation
Xplan
AI-Powered Workflows
Client Outcome Improvement
Modelling