Offshore Paraplanner

Offshore Paraplanner (Australian Financial Planning)

We are an Australian-based financial planning firm supporting professionals and business owners with high-quality, compliant advice. We are looking for an experienced offshore paraplanner who has previously worked with Australian advice practices and takes pride in producing clear, accurate, audit-ready SOAs.

This is not a data-entry role. You will be responsible for producing high-standard advice documents that reduce adviser workload and meet Australian regulatory expectations.

What you'll be responsible for

• Preparing high-quality Statements of Advice (SOAs) and Records of Advice (ROAs) aligned with Australian compliance standards
• Producing accurate client documentation including Fact Finds, strategy modelling outputs and supporting schedules
• Conducting financial modelling and strategy analysis using XPLAN and XTools+
• Researching and comparing investment and insurance s...