At a Glance
- Tasks: Prepare high-quality advice documentation and support AI-powered workflows.
- Company: Fast-growing, tech-driven financial advice business redefining the industry.
- Benefits: Fully remote work, flexible hours, competitive salary, and innovative tech exposure.
- Other info: Collaborative culture with opportunities for professional growth.
- Why this job: Join a team embracing AI and innovation in financial advice.
- Qualifications: Diploma in Financial Planning and previous paraplanning experience required.
The predicted salary is between 100000 - 100000 $ per year.
Join a fast-growing, technology-driven financial advice business that's helping redefine how advice is delivered in Australia. My Online Adviser is looking for an experienced Paraplanner or Senior Paraplanner to join our team in a fully remote role. While this position can be performed from anywhere in Australia, applicants located on the Sunshine Coast will be highly regarded, as we enjoy occasional in-person collaboration and team catch-ups. This is an exciting opportunity for someone who enjoys traditional paraplanning but is also eager to embrace the next evolution of financial advice through automation, artificial intelligence, and innovative technology.
About the Role
Working alongside a team of Advisers, Client Service Officers and operational specialists, you will be responsible for preparing high-quality advice documentation and supporting the delivery of compliant, efficient and client-focused financial advice. You'll utilise industry-leading software and play an active role in helping develop and manage AI-powered workflows and digital solutions that enhance the client experience and improve business efficiency. This role is ideal for someone who enjoys change, adapts quickly to new technology, and wants to be part of a business that embraces innovation.
Key Responsibilities
- Prepare Statements of Advice, Records of Advice and advice documentation.
- Conduct modelling and strategy research across a range of advice areas.
- Utilise Xplan and supporting advice software to generate and maintain advice documentation.
- Support quality assurance and compliance review processes.
- Contribute to the development and management of AI agents and automated advice workflows.
- Identify opportunities to improve systems, processes and efficiencies.
Skills & Experience
- Diploma/Advanced Diploma of Financial Planning or equivalent financial planning qualification.
- Previous paraplanning experience within an Australian financial advice practice.
- Strong written communication and attention to detail.
- Experience producing compliant advice documents.
- Experience using Xplan.
- Xtools+ WealthSolver Risk Researcher.
- Experience with AI tools, workflow automation, or digital transformation projects.
What We're Looking For
- Thrives in an evolving environment.
- Enjoys learning and adopting new technology.
- Is solutions-focused and proactive.
- Takes ownership of their work.
- Can balance compliance, efficiency and client outcomes.
- Is excited about the future of financial advice and the role AI will play within the profession.
What We Offer
- Fully remote work environment.
- Flexible working arrangements.
- Opportunity to work with a forward-thinking advice business.
- Exposure to market-leading technology and AI solutions.
- Genuine opportunity to influence how advice is delivered in the future.
- Supportive and collaborative team culture.
- Competitive salary package based on skills and experience.
Salary Guide
- Paraplanner: $80,000 + Super
- Senior Paraplanner: $100,000 + Super
Senior Paraplanner – Home-Office in Adelaide employer: My Online Adviser Pty
My Online Adviser is an exceptional employer that champions innovation and flexibility, offering a fully remote work environment that allows you to thrive from anywhere in Australia, particularly valuing those on the Sunshine Coast for occasional team collaborations. With a strong focus on employee growth, you'll have the chance to work with cutting-edge technology and AI solutions, all while being part of a supportive and collaborative culture that encourages proactive contributions to the future of financial advice.
