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:

via GIPHY

    We’ll be in touch shortly!