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.
- Benefits: Fully remote work, flexible hours, and collaborative team environment.
- Other info: Opportunity for occasional in-person collaboration on the Sunshine Coast.
- Why this job: Join a dynamic team and enhance your skills in a tech-driven advisory space.
- Qualifications: Experience as a Paraplanner and familiarity with Xplan software.
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 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 leveraging AI-driven workflows, employees are empowered to enhance client outcomes and efficiency, fostering an environment of innovation and growth. The Sunshine Coast location offers the unique advantage of occasional in-person collaboration, enriching team dynamics and professional relationships.
