Paraplanner Admin Support

Our client is a Melbourne-based financial planning firm providing tailored wealth management, financial advice, and compliance support. They operate with a strong focus on accuracy, transparency, and professional standards, ensuring client-first outcomes.

They are seeking an experienced Paraplanning & Compliance Support Administrator who will assist financial planners by managing client data, preparing compliant financial documentation, and supporting reporting and audit preparation.

Key Responsibilities:

• Accurately enter client information into IRESS/XPlan and company templates.
• Complete financial modelling as directed using IRESS/XPlan.
• Prepare Statements of Advice (SOA), Records of Advice (ROA), and related documents following compliance guidelines.
• Review and check documentation for completeness, consistency, and adherence to compliance standards.
• Liaise with internal teams to clarify missing data or inconsistencies. ...