Your Paraplanning Career

Our peepers are peeled for a refreshing team member.

Is it you?

Paraplanner career image of lime half                       Paraplanning career image of lime wedge                        Career in paraplanning image of lime on side

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. Now we’re looking for others who’d like to enjoy a paraplanning career with a fizzy new approach.
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 outsourced paraplanner career opportunities (we regularly hire every 3-6 months!). You could be the newest squeeze in our mix!

Paraplanning 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!