Elevate Your Career: Remote Paraplanner Impact, Fun Vibes, and a Fully-Equipped WFH Set up
WealthLabJob Description
About WealthLab
WealthLab is a boutique Australian financial advice practice committed to producing clear, compliant, and meticulously crafted advice documents. With a lean team of three Australian advisers and a dedicated Cebu-based support group, we operate with minimal bureaucracy. This allows focused, high-quality work in a professional, process-driven environment. Our emphasis is on precision, consistency, and continuous improvement, supported by robust templates and structured feedback.
The Opportunity
We seek a skilled, detail-oriented paraplanner who excels in a structured yet autonomous setting. This role suits professionals who derive satisfaction from owning the full advice document lifecycle and ensuring every element is accurate, compliant, and logically sound with minimal revisions required.
You will collaborate directly with our advisers to produce:
- Paraplanning Request Forms
- Statements of Advice (SOAs)
- Complete compli...
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