Senior Paraplanner (Work From Home)

TNT is Australia's leading outsource company for Financial Planning practices. We support advisers with paraplanning, strategy work and efficiency coaching. Our mission is to help practices achieve beyond their goals through our high quality, expert and personalised service.

We're a dynamic, ever-growing team of diverse people working from home - across Australia - and loving what we do. TNT offers a flexible Work from home arrangement whilst remaining connected as one team, encouraging and supporting continuous personal and professional development. 
Because of this, we attract the best Paraplanners in Australia.

At TNT we believe in creating a great employee experience for everyone. This was recognised through our achievement of 'Finalist - Employer of the Year' category at the 2018, 2019, 2020, 2021 and 2022 Women in Finance awards.

This role would suit a Paraplanner wanting to work a minimum of 25 hours per week.
 

In the role of Contract Paraplanner you would be responsible for:

• Entry of fact find into Xplan
• Completion of Wealth Solver / Risk Researcher
• Modelling of basic to complex strategies
• Word document editing to produce SoA
• Liaising with advisers / practices to clarify strategies
• Assisting advisers in the development of strategies and research documents
   

• Minimum 3 years prior paraplanning experience
• Xplan software proficient (Xtools+, Wealthsolver)
• Experience with SMSF, Trust and Company advice
• Ability to work to deadlines, be self-motivated, organised and reliable
• Located in Australia
• Own your own PC / Laptop

• Flexibility to Work from home or anywhere you like - at the times that suit you!  
• We are on the approved panel for AMP, COUNT and the WT group, as well as larger self-licensed practices. 
• Structured continuous training and development
• Career progression path
• Support to stay and feel connected as one cohesive team whilst working remotely
• All software licenses and PI Cover are provided by TNT

So, if you're a self-motivated paraplanner with a great attitude then we'd love you to come and join our incredible TNT team - apply now!