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.
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