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Paraplanner / Senior Paraplanner

Remote / Work From Home

Job Type:



Minimum of 1-3 years experience as a Paraplanner

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About the Role

We are seeking a skilled and detail-oriented Paraplanner to join our team. The Paraplanner will work closely with our financial planners and advisors to provide comprehensive financial advice to clients. This role will involve gathering and analyzing client data, researching investment products, preparing financial plans, assisting with compliance, and communicating with clients.


  • Bachelor's degree in finance, Master of Business Administration (MBA)

  • Industry-specific certifications, such as the Diploma of Financial Planning or the Certified Financial Planner (CFP) designation

  • Good communication skills, both written and verbal

  • Attention to detail and ability to manage multiple tasks

  • Capable of writing complex SOA's and ROA's

  • Proficiency with financial planning software such as, Xplan, Platform+ or Associated industry software

  • Strong analytical and problem-solving skills

Job Description

  • Preparation of complex and strategic SOA's, Conduct research, financial modelling and projections

  • Ensure that all financial plans and recommendations comply with relevant laws and regulations

  • Provide administrative and technical support to the financial advisers

  • Assist with client communication, including preparing reports, responding to client inquiries, and scheduling meetings

  • Keep up-to-date with financial products, services, and industry developments to support ongoing learning and development

  • Other ad hoc duties as required

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