Midwinter Experienced Paraplanner

Midwinter is gaining traction in the world of Paraplanning and we have a number of contracts with Licencee's that use Midwinter.  If you are experienced in preparing Statements of Advice with AdviceOS please apply today.

Requirements
4 + Years Experience
Modelling Experience
Trained using AdviceOS
Excellent Attention to Detail
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If you have experience in this area please apply now
Submit your details and we will contact you to learn a little more about your Paraplanning experience and your contract Paraplanning goals.​
Submit your details and we will contact you to learn a little more about your Paraplanning experience and your contract Paraplanning goals.

Xplan Experienced Paraplanner

We are always looking for highly experienced Paraplanner's with excellent skills using XPlan.

Requirements
4 + Years Experience
Modelling Experience
Trained using Xplan Wizard
Excellent Attention to Detail
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If you have experience in this area please apply now

COIN Experienced Paraplanner

If you have extensive experience using COIN Software we are looking for you.

Requirements
4 + Years experience
Multiple Strategy Experience
Excellent Attention to Detail
​
If you have experience in this area please apply now
Submit your details and we will contact you to learn a little more about your Paraplanning experience and your contract Paraplanning goals.
(Quick Application can be used if you have already submitted your Resume)
Xplan Experienced Paraplanner

Full-Time Contract for 3 months
  • 6 + Years experience
  • SoA Strategies can include;
    • Disability Pensions
    • Superannuation Strategies
    • Retirement Planning
    • Family Trusts 
    • Estate Planning
We currently have an opportunity for a full-time contract Paraplanner to take on the Statement of Advice requests of an advice practice that deals in pensions for individuals who have had large compensation claims. If you are considering moving to contract paraplanning on a full-time basis, this is the perfect opportunity to start.
EXPERIENCED AGED CARE - Xplan Paraplanner Needed

1 SoA per Week
  • 3 + Years experience
  • ~ 1 SoA Requests per week
  • Experienced Paraplanner in Aged Care;
    • Aged Care Strategies
    • XPlan Wizard Templates
    • MLC/Garvan Aligned
    • Rollovers
    • SMSF
We currently have an opportunity for an experienced Paraplanner who has experience writing Aged Care advice related statements of Advice.  The documents are generated in Xplan using wizards and the contract is aligned with a Garvan Practice.  We also have other opportunities for a Paraplanner with this experience to work with other practices as a roving expert.  Set yourself up as an Aged Care Expert and you will reap the rewards
(Quick Application can be used if you have already submitted your Resume)
(Quick Application can be used if you have already submitted your Resume)
MIDWINTER  Experienced Paraplanner

2 + Years experience​
  • Simple Review SoA Strategies can include;
    • Superannuation Reviews
    • Pension Reviews
    • Wrap Switching
    • Re-balancing Asset Allication
    • Review Documents
We currently have an opportunity for a full-time contract Paraplanner to take on the Statement of Advice requests of an advice practice that is switching licensees.  The preference is to co-locate you in the Advisers Practice based in North Brisbane, however if this is not possible remote work is also possible.
AMP Experienced Paraplanner
​Experienced COIN Paraplanner needed
  • 4 + Years experience
  • 1 - 3 SoA Requests per week
  • Complex Strategies can include;
    • Direct Equities using wrap and non-wrap
    • In-specie Transfers
    • Taxation inc CGT Strategies & Stamp Duties
    • SMSF Pensions
    • Gearing within SMSF
    • Gearing outside of Super
(Quick Application can be used if you have already submitted your Resume)
(Quick Application can be used if you have already submitted your Resume)
Midwinter Experienced Paraplanner
​Experienced Midwinter Paraplanner needed
  • 4 + Years experience
  • 2 - 3 SoA Requests per week
  • Custom wording required on some SoA's
  • Strategies can include;
    • Insurance Recommendations
    • Rollover's
    • TTR
    • Cashflow Modelling
XPlan - XTools Expert + Manual Word Template
MLC advice practice looking for Paraplanner;
  • Available for Video conference during day
  • 4 + Years Paraplanning experience
  • 2 - 3 SoA Requests per week
  • Excellent custom SoA writing skills
  • Cashflow Analysis
  • Strategies can include;
    • Pension Recommendations & Restructuring
    • Asset Allocation & Re-modelling
    • Cashflow modelling
(Quick Application can be used if you have already submitted your Resume)
(Quick Application can be used if you have already submitted your Resume)
COIN Experienced Paraplanner
Advice practice using COIN looking for Paraplanner;
  • Available 10 - 15 Hours a week (2 - 3 SoA Requests per week)
  • Your own COIN Access with Username
  • 3 + Years COIN Paraplanning experience
  • Strategies will include;
    • Insurance Recommendations
    • Rollover's
    • TTR
    • Cashflow Modelling