Para Planner
The Company
Modern Advisory firm, fast-growing AFSL financial advice business built around high-quality, holistic client outcomes.
With a strong focus on technology, efficiency and advice quality, the business is scaling with a clear vision—delivering structured, compliant advice while building long-term client relationships.
The firm offers a collaborative and forward-thinking environment, where paraplanners play a central role in the advice process—not just back-office support.
The Position
Para Planner – Financial Planning
Full-time | Work From Home
This is a genuine opportunity for an experienced paraplanner to step into a high-impact technical role, working directly alongside the Adviser to deliver quality financial strategies.
The Role
You will sit at the core of the advice process:
- Lead SOA production across new and existing clients
- Develop and refine client strategies alongside the Adviser
- Attend client meetings as 2nd chair
- Ensure accurate and compliant implementation of advice
- Manage client data, documentation and workflow systems
- Contribute to a tech-enabled, efficient advice model
This is a true paraplanning role—focused on strategy, structure and execution within an AFSL environment.
The Rewards
- Salary circa $80,000 + super
- Work from home flexibility
- Direct exposure to client strategy and advice delivery
- Mentoring from an experienced, growth-focused Director
- High-quality systems and tech-enabled workflows
- Long-term optional pathway into advice (if desired)
Advice. Structure. Precision.