Job Highlights:

• Contract type: Independent Contractor
• Schedule: Monday to Friday - 8:00am to 5:00pm QLD Time-zone, Flexible during client business hours, 20 hours per week

 

We are seeking an experienced Paraplanner to join a growing Australian financial advisory firm. This role is ideal for someone who thrives in a structured environment, can produce high-quality advice documents, and is confident working across a diverse range of financial planning strategies.

 

About the Role

This position operates on a productivity-based structure, with the ideal target being:

• 1 completed advice document per day, and

• A minimum of 3 per week, depending on complexity.

 

You will take ownership of the paraplanning workflow from the moment the fact-find and paraplanning request are received, ensuring each advice document is accurate, compliant, and ready for final adviser review.

 

Key Responsibilities

• Review the paraplanning request, understand the scope of advice, and identify missing or unclear information.

• Confirm client goals and ensure the fact-find data is complete and accurate.

• Conduct financial modelling including:

  • Cashflow and retirement modelling

  • Contribution scenario modelling

  • Basic debt reduction projections

  • Insurance affordability checks

  • Simple Centrelink calculations

• Perform research to support advice recommendations:

  • Superannuation platform comparisons

  • Investment portfolio summaries

  • Fee modelling

  • Insurance needs analysis review

• Prepare replacement insurance sections, policy comparisons, and identify potential underwriting or technical issues.

• Draft all narrative sections in clear, client-friendly language using your own professional writing style.

• Prepare the Statement of Advice (SOA) within AdviserLogic and complete sections of the firm’s internal SOA template.

• Ensure all modelling, strategies, fees, and recommendations are accurate, consistent, and aligned with compliance requirements.

• Communicate proactively, raise data gaps early, and meet turnaround deadlines.

 

Tools & Software

• AdviserLogic (required)

• Intelliflo (highly beneficial as the firm is transitioning to this system)

• Microsoft Office

• General financial research tools

 

Preferred Experience & Qualifications

• Prior experience as a Paraplanner within financial planning

• Familiarity with AdviserLogic, Intelliflo, or similar advice production software

• Experience across:

  • Superannuation

  • Insurance

  • Investments

  • Cashflow modelling

  • Pensions and Centrelink benefits

• Strong understanding of insurance recommendations and replacement strategy requirements

• Excellent written communication skills and ability to draft compliant, client-ready advice wording

• Relevant qualifications such as:

  • ADFP, DFP, RG146, or paraplanning certifications

 

Who We’re Looking For

This role suits someone who:

• Has strong technical knowledge in financial planning

• Is detail-oriented and can produce clean, accurate documents

• Can work independently and communicate effectively

• Is comfortable working in a productivity-targeted environment

• Has a proactive approach and can collaborate closely with advisers

 

Benefits

Independent Contractor Perks:

• Permanent Work from Home
• Immediate Hiring
• Steady Freelance Job

 

Please note that since this is a permanent work-from-home position and an “Independent Contractor” arrangement, the candidates must have their own computer and internet connection. They will handle their own benefits and taxes. The professional fees are on hourly rates and the rate depends on your performance in the application process.

 

Job ID: 42387572132