Paraplanning & Compliance Support Administrator
vor 22 Stunden
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. Qualifications: 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) #J-18808-Ljbffr
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Senior Director
vor 1 Woche
City of Melbourne, Österreich Culture Amp VollzeitSenior Director - Governance, Risk and Compliance Melbourne Join us on our mission to make a better world of work. Culture Amp is the world’s leading employee experience platform, revolutionizing how 25 million employees across more than 6,500 companies create a better world of work. Culture Amp empowers companies of all sizes and industries to transform...
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Investment Compliance Analyst
vor 4 Wochen
Council of the City of Sydney, Österreich AMP VollzeitHelp people create their tomorrow, while you create yours We help people with their banking, super, retirement and finances. Through upturns, downturns, recessions, and major life transitions. Every day, we help people see and make more of their financial potential, so that they can create their tomorrow. And we've been doing it for over 170 years. If we do...
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Advice Delivery Lead — Paraplanning
vor 2 Wochen
Council of the City of Sydney, Österreich Ally Wealth Management Pty VollzeitA boutique financial planning firm is seeking an Advice Delivery Manager to lead their advice delivery function. This role involves managing workflows, supervising an offshore team, and ensuring compliance. The ideal candidate will have advanced paraplanning experience, strong financial planning knowledge, and excellent communication skills. This is an...
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Senior Director
vor 23 Stunden
Council of the City of Sydney, Österreich Culture Amp VollzeitSenior Director - Governance, Risk and Compliance Join to apply for the Senior Director - Governance, Risk and Compliance role at Culture Amp. About Culture Amp Join us on our mission to make a better world of work. Culture Amp is the world’s leading employee experience platform, revolutionizing how 25 million employees across more than 6,500 companies...
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Technical Support Engineer
vor 2 Wochen
Council of the City of Sydney, Österreich AMP VollzeitTechnical Support Engineer Join to apply for the Technical Support Engineer role at AMP. The Technology function at AMP is accountable for delivering fast, agile, secure, compliant, and well‑governed technology services that enable AMP to achieve its strategic objectives. This role is pivotal in ensuring the stability and resilience of AMP's digital...
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Technical Support Engineer
Vor 5 Tagen
Council of the City of Sydney, Österreich Amp VollzeitTechnical Support Engineer Join to apply for the Technical Support Engineer role at AMP. The Technology function at AMP is accountable for delivering fast, agile, secure, compliant, and well-governed technology services that enable AMP to achieve its strategic objectives. This role is pivotal in ensuring the stability and resilience of AMP's digital banking...
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Advice Delivery Lead | Paraplanning
vor 2 Wochen
Council of the City of Sydney, Österreich Ally Wealth Management Pty VollzeitA boutique financial planning firm in Australia is seeking an Advice Delivery Manager to lead their advice delivery function. This role involves managing workflows, supervising an offshore team, and ensuring compliance. The ideal candidate will have advanced paraplanning experience, strong financial planning knowledge, and excellent communication skills....
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Team Leader, Paraplanning
vor 4 Wochen
Council of the City of Sydney, Österreich Focus Partners Australia VollzeitJoin to apply for the Team Leader, Paraplanning role at Focus Partners Australia This role is located in Sydney, Australia. The purpose of the Paraplanning Team Lead is to manage a centralised team of paraplanners that support Focus Partners Australia Wealth with advice production, including Statement of Advice (SoAs), Records of Advice (RoAs), strategy...
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Manager, Risk, Compliance and Controls
vor 4 Wochen
Council of the City of Sydney, Österreich AMP VollzeitJob Description If you live in Australia or New Zealand, you’ve likely heard of AMP. But at a time when society is changing, we are too. We’re now a nimbler business with new leadership and thinking. For us, these are exciting times. There’s a real potential for big thinkers to help us redefine what financial services could be. And turn our legacy into...
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Council of the City of Sydney, Österreich Amp VollzeitIf you could create the best digital bank in Australia, what would it look like? And how would it make life easier for customers? We're wondering the same thing. We built it. We launched it. Now, we run. We started with an idea: to disrupt the industry with a beautiful, brilliant banking solution designed specifically for small businesses and everyday...
