Contract Paraplanner

Stitch Recruitment

Outsourced Paraplanning Co - National Presence. Flexible Working Arrangements - Work from Home, You Choose Your Hours.

  • Ongoing Contract - Part Time & Full Time Hours Available
  • Diverse Strategies - Holistic & Risk
  • Paid Per Plan - $100,000 OTE
The Company:
Our client is a Outsourced Financial Planning and Technology Co. who are highly regarded within Advice. With a extensive client base, this leading firm support a broad range of Advisors and Advisor Groups with a diverse range of services. 

The Role:
Due to growth, our client is seeking experienced Paraplanners to join their team on an ongoing contract basis. Opportunity to work from home around hours that suits you - this client has the ability to offer flexible working conditions to Paraplanners based nationally. Your core duties will include:
  • Preparation of SOAs and ROAs
  • Work on diverse strategies, holistic, risk only and investment only
  • Complex and Transitional Plans
  • Min RG146 Qualified
  • Conducting extensive research
  • Comprehensive financial modeling and projections
  • Liaising with Financial Institutions and Product Providers
About You:
  • Previous Paraplanning experience
  • Ability to work to deadlines
  • Experience on Xplan, including Xtools +
  • Min RG146 Qualified
  • Solid technical skills across financial planning platforms
The Perks:
  • Flexible working hours (part-time or full-time available)
  • Work from home - Remote Set-Up
  • Paid Per Plan, highly structured remuneration package, driven by number of strategies completed and quality of plans- $100,000 OTE
  • Ongoing contract - Immediate Start 
If this is your next new role then Stitch has got you covered – APPLY NOW!