About the role
We have several contract paraplanning positions available within the organisation. These flexible, virtual roles allow you to work from home and set your own hours, making it ideal for balancing professional and personal commitments.
- These are primarily overflow positions where only 1 - 2 SoA's are available each week.
- This is a virtual role and requires you to work from home.
Responsibilities include but are not limited to:
- Preparation of accurate and compliant SoA's.
- You will be required to take ownership of your role. Support can be provided for complex plans.
- You will be required to ensure documents are produced in a timely manner within organisation time-frames.
To be successful you will require:
- The ability to meet strict deadlines is a must.
- Access to a PC with MS Office, internet, and anti-virus software.
- RG 146 Compliant.
- 2+ years experience as a paraplanner or similar.
- As this is a work from home role excellent communication skills are required.
Desirable but not required:
- X-plan knowledge
- Experience in Gearing, Age Care, SMSF, Wrap platforms, Family Trusts.
What we can do for you:
We provide flexible work hours which can include after work and weekends. Remuneration is based on each Statement of Advice completed and varies depending on complexity.
We are passionate about creating a positive and supportive environment and encourage people from all different cultures, religions, and backgrounds to apply.
To apply:
Applicants please email your cover letter and resume to *******@bridgewaterpartners.com.au or click the apply button.