Offer summary

Qualifications:

Minimum 2 years of experience in financial planning administration or similar roles., Experience working for an Australian client or business is required., Proficiency in Xplan or similar financial planning software., Strong attention to detail, organizational skills, and excellent communication abilities..

Key responsabilities:

Create and maintain review files for financial planning clients.

Update client information in Xplan and ensure data accuracy.

Prepare Fixed Term Agreements and ROA MDA documents.

Assist with general administrative tasks and maintain organized records.

𝗣𝗲𝗼𝗽𝗹𝗲𝗣𝗮𝗿𝘁𝗻𝗲𝗿𝘀 - 𝗘𝘅𝗰𝗲𝗽𝘁𝗶𝗼𝗻𝗮𝗹 𝗢𝗳𝗳𝘀𝗵𝗼𝗿𝗲 𝗦𝘁𝗮𝗳𝗳𝗶𝗻𝗴 𝗦𝗼𝗹𝘂𝘁𝗶𝗼𝗻𝘀Our mission is to partner with leaders to scale businesses worldwide, offering tailored offshore solutions that tap into a global talent pool to deliver efficiency and outstanding performance.𝗪𝗵𝘆 𝗽𝗮𝗿𝘁𝗻𝗲𝗿 𝘄𝗶𝘁𝗵 𝘂𝘀?• 𝗘𝘅𝗰𝗲𝗽𝘁𝗶𝗼𝗻𝗮𝗹 𝗧𝗮𝗹𝗲𝗻𝘁 𝗳𝗼𝗿 𝗛𝗶𝗴𝗵 𝗣𝗲𝗿𝗳𝗼𝗿𝗺𝗮𝗻𝗰𝗲: Handpicked top talent aligns with your specific needs for optimal results.• 𝗖𝘂𝘀𝘁𝗼𝗺𝗶𝘇𝗲𝗱 𝗦𝗼𝗹𝘂𝘁𝗶𝗼𝗻𝘀: Accelerate your growth with our bespoke offshore teams.• 𝗜𝗻𝘀𝗽𝗶𝗿𝗶𝗻𝗴 𝗘𝗺𝗽𝗹𝗼𝘆𝗲𝗲 𝗟𝗼𝘆𝗮𝗹𝘁𝘆: We fuel loyalty, promoting high retention rates via unique employee engagement programs.• 𝗨𝗻𝗺𝗮𝘁𝗰𝗵𝗲𝗱 𝗦𝗮𝘃𝗶𝗻𝗴𝘀: Save up to 70% on labor costs with our transparent pricing.• 𝗦𝗲𝗰𝘂𝗿𝗲 𝗘𝘅𝗽𝗲𝗿𝘁𝗶𝘀𝗲: Leverage our seasoned professionals' advanced tech skills for robust security and seamless delivery.• 𝗔𝗱𝗮𝗽𝘁𝗮𝗯𝗹𝗲 𝗪𝗼𝗿𝗸 𝗠𝗼𝗱𝗲𝗹𝘀: Embracing a "Remote-First, Client-Centric" approach, we flexibly offer remote, hybrid, or office-based models to match your preferences, championing your needs in the ever-evolving business landscape.• 𝗖𝗼𝗺𝗽𝗿𝗲𝗵𝗲𝗻𝘀𝗶𝘃𝗲 𝗦𝘂𝗽𝗽𝗼𝗿𝘁 𝗮𝗻𝗱 𝗖𝗼𝗺𝗽𝗹𝗶𝗮𝗻𝗰𝗲: We ensure smooth offshore operations with comprehensive management, administrative support, and regulatory services.PeoplePartners is a global force in shaping the future of work, unlocking growth, and delivering extraordinary results. Are you ready to leverage global talent for exceptional performance and significant cost savings? Partner with us and watch your business transcend borders and exceed expectations. 𝗖𝗼𝗻𝘁𝗮𝗰𝘁:🏢 Level 6 / 316 Adelaide Street Brisbane, Queensland 4000📧 info@peoplepartnersbpo.com📞1300 309 484

Job description

This is a remote position.

Job Overview

In this remote opportunity, we are seeking a detail-oriented AU Para-planner Assistant (Xplan) to support our financial advisors with administrative and compliance-related tasks. This role involves maintaining accurate client records, preparing key documents, and ensuring efficient workflow management.

Job Description

As an AU Para-planner Assistant (Eastwood, QC - Onsite), you will be responsible for the following key tasks:

Create and maintain review files for financial planning clients.
Update client information in Xplan and ensure data accuracy.
Prepare and raise Fixed Term Agreements and ROA MDA documents.
Transcribe file notes and maintain organized records.
Assist with general administrative tasks and ad hoc duties as required.

Requirements

Minimum 2 years of relevant experience in financial planning administration, para-planner or similar roles.
Experience working for an Australian Client/Business is required.
Experience in financial planning administration or a similar role.
Proficiency in Xplan or similar financial planning software.
Strong attention to detail and organizational skills.
Excellent communication and time management abilities.
Ability to handle confidential information with discretion.

Benefits

Permanent Work-from-home setup
Company-provided equipment
Secondary WiFi Modem
21 Leave Credits
100% conversion of UNUSED leave credits
HMO on Day 1
13th Month Pay
Grab Voucher every month
Birthday Gift
Loyalty Gift
Christmas Gift
Work-Life Balance
Active employee engagements physically such as Christmas Party & Team Building, and virtual events such as town-hall with prizes.

Required profile

Experience

Spoken language(s):

English

Check out the description to know which languages are mandatory.

Hard Skills

Financial Management

Other Skills

Detail Oriented
Organizational Skills
Communication
Time Management

Are you interested?

Related jobs

Full Stack Developer

Today

Launchpad Technologies Inc.

Full time

Back End TestingFront End (Software Engineering)Full Stack DevelopmentPython (Programming Language)HyperText Markup Language (HTML)JavaScript (Programming Language)

Android Developer