At a Glance
- Tasks: Prepare high-quality advice documentation and leverage AI workflows for 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 in a supportive environment focused on innovation and efficiency.
- Why this job: Join a dynamic team and enhance your skills while making a real impact in financial advice.
- Qualifications: Experience as a Paraplanner or Senior Paraplanner with knowledge of Xplan.
The predicted salary is between 49500 - 60500 $ 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 & AI-Driven Advisory in Perth 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 collaborating with a dynamic team across Australia. With a focus on innovation through AI-driven workflows, employees are empowered to enhance client outcomes and efficiency, fostering an environment of continuous learning and growth. The Sunshine Coast location offers the unique advantage of occasional in-person collaboration, enriching team connections and professional development opportunities.
