Paraplanner

Company Description

FP Assist specializes in providing high-quality paraplanning services using Plutosoft and XPLAN platforms. Operated by advisers for advisers, the company understands the unique challenges of financial planners and supports them with efficient, accurate, and timely solutions. FP Assist prides itself on collaborating with clients to deliver tailored plans within an 8-day turn-around. The team is dedicated to streamlining processes for its clients to ensure high-quality and precise outcomes.

Role Description

This is a contract, remote Paraplanner role. We are looking for 2 Australian based papraplaners. The Paraplanners will be responsible for assisting financial advisers in creating comprehensive and complex financial plans.

Collaboration with advisers to ensure all deliverables meet client needs and timelines is a critical part of this role including strong communication.

Qualifications

. Must be profcient in Plutosoft

Experience with working

• in Financial Advice
• Analytical Skills with the ability to assess and interpret complex financial data
• Proficiency in creating detailed financial documents
• Experience in XPLAN is a clear advantage
• Excellent time management and organizational skills to ensure timely delivery of plans
• Certification in Financial Planning or relevant qualifications is a plus
• Strong communication skills and the ability to work collaboratively in a remote setting