Paraplanning Administrator

Are you a reliable and detail‑orientated professional who can deliver accurate, efficient, and high‑quality service? Can you work well with a team? If your answer is yes, then we are looking for a Paraplanning Administrator to help our team deliver satisfying results to our clients.

As a Paraplanning Administrator, Your Duties And Responsibilities Include

• Collaborate with the Technical Advice Manager and/or Team Leader to optimize paraplanning team operations and workflow efficiency.
• Collect and organize data from third‑party providers, including superannuation, investment, and insurance information.
• Input and maintain accurate client data within financial planning systems before and after advice document generation (Review/ SOA/ ROA).
• Manage and complete administrative compliance tasks, such as processing waivers, ongoing fee arrangements, and other essential documentation.
• Actively participate in and contribute to ...

Ready to Apply?

Submit your application today and join our talented team at DBA Advisory.