Paraplanning & Compliance Support Administrator

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.
• Maintain confidentiality and integrity of all client records.
• Generate, name, and store digital files in accordance with company policy.
• Support reporting, audit preparation, and document organisation.

Requirements

• 2+ years in administrative, paraplanning, or compliance support roles, preferably within financial services.
• Familiarity with IRESS/XPlan or similar financial modelling tools (Intermediate level).
• Strong written and verbal communication skills in English.
• Understanding of compliance and documentation requirements in financial services.
• Intermediate proficiency in Microsoft Office and Google Workspace.
• Highly organised with attention to detail and ability to prioritise multiple tasks.
• Professional, diligent, and consistent, with a strong sense of responsibility for data accuracy.

Benefits

• Permanent remote work arrangement

• Australian Company with a fantastic company culture
• Day shift (Australian Business Hours)
• Annual leave
• HMO
• Christmas Bonus equivalent to 1 month's wage (pro-rata)