Junior Paraplanner

About the role

Mint Business Solutions, a BPO company providing outsourcing solutions for businesses worldwide, is looking for a Junior Paraplanner. The role involves preparing client documents and presentations with minimal supervision, managing workflows and ensuring advice meets regulatory requirements.

Key responsibilities

• Prepare Statements of Advice (SoAs), Reports on Advice (RoAs) and client presentations with minimal supervision, including SMSF and gearing strategies.
• Manage the workflow efficiently by prioritising tasks, meeting deadlines and coordinating with other team members.
• Ensure all advice complies with regulatory requirements, including the Corporations Act, ASIC regulations and industry best practice.
• Identify opportunities to improve processes, increase efficiency and raise the quality of advice and service delivery.
• Liaise with the paraplanning manager and other team members to support a smooth workflow and a positive team environment.

Required profile

• Completed or currently pursuing a degree in Business Management, Accounting or Finance.
• At least 1 year of experience in paraplanning.
• Understanding of compliance frameworks in the advice industry.
• Team player with a positive attitude and willingness to learn.

Required skills

• Experience using XPlan and financial modelling tools (Xtools+).
• Other financial planning software such as Coin, Midwinter and Adviser Logic is preferred but not essential.

What we offer

• Competitive pay.
• A great culture.
• Work-life balance; official hours start at 7:30 AM and end at 4:00 PM.
• A state-of-the-art office.