Senior Paraplanner | Financial Services & Administrative Support Professional

Overview

Looking for part-time work (4 hours/day)

at $9.45/hour ($909.09/month)

Bachelors degree

Last Active

June 26th, 2026 (today)

Member Since

September 24th, 2021

Profile Description

I am a Senior Paraplanner and Financial Services Professional with nearly 7 years of experience in financial documentation, compliance support, client coordination, and business operations.

For more than 5 years, I worked closely with Australian financial advisers preparing and reviewing Statements of Advice (SOAs), Records of Advice (ROAs), financial modelling documents, and other compliance-related requirements. My experience includes quality assurance, workflow coordination, mentoring junior tea ---------- mbers, and maintaining professional communication with advisers and internal teams.

Prior to working in financial services, I also gained experience in logistics and operations support, handling customer coordination, reporting, inventory monitoring, and process documentation.

While I am currently transitioning into remote and freelance opportunities, many of my previous responsibilities already involved the core skills required in remote support roles, including:

• Administrative Support
• Client Communication and Coordination
• Documentation and Reporting
• Data Management and Research
• Compliance Support
• Workflow and Process Coordination
• Team Support and Mentorship
• Email and Task Management
• Microsoft Office and Google Workspace Tasks

I am highly organized, detail-oriented, reliable, and capable of working independently in fast-paced environments. I value professionalism, accuracy, and clear communication in every task I handle.

Tools and Systems:
• XPLAN (WealthSolver, Risk Researcher, XTools+)
• SAP System
• Microsoft Office Suite
• Google Workspace

Achievements:
• Paraplanner of the Year 2023
• Rising Star Award 2022

I am currently looking for remote opportunities where I can apply my professional experience while continuing to grow in the remote work and freelance industry.