Our peepers are peeled for a refreshing team member.
Is it you?
At the tippy top of 2020, Fresh Paraplanning poured its bubbly goodness into the world. Our mission? To offer refreshingly tasty solutions to fun-loving financial advisors and planners. And since then, we haven’t looked back.
We’re a cute little team of escape room lovers, puzzle solvers and professional nappers. We’re also delightfully driven to create affordable, fast and fun results through wink-worthy documints.
Check out our career opportunities. You could be the newest squeeze in our mix!
Career (Pop!)portunities
Contract Paraplanner & Employed Paraplanner
- Flexible working environment
- CONTRACT: project-based online role (make your own hours)
- EMPLOYED: consistent hours each week
- Work with a fresh li’l team (us!)
THE POSITION
We’re looking for a fun-lovin’ paraplanner to join our fresh li’l team. With ongoing projects up for grabs, we’re here for a good time and a long time (and hope you are too!). As a contract paraplanner you’ll create SOA documints using our clever wizard system, work on your own schedule and meet with our team online for time to time. The day-to-day will look a little something like:
- Creating SOAs & ROAs
- Liaising with planners
- Sending reports
- Modelling
- Product comparisons
THE DREAM TEAM MEMBER
Must-have
- Xplan experience
Highly desired
- Bachelor’s Degree or higher
- 3+ years experience
- SMSF experience
- Debt recycling knowledge
- Companies and trusts experience
Nice to have
- Secret cocktail recipe
- Cool shoes
Sounds like you?
We hope so!
To be considered for the role, please send your deets to joinus (at) freshplans.com.au. And by deets, we mean:
- Which role you’re applying for
- Your resume
- A cover letter explaining why you think you’re perfect for our team
- A GIF that represents who you are
Here’s ours: