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)