Ready to become a Paraplanner with levera?

Learn more about the role below — and if it sounds like something you'd like to explore, we'd love to hear from you!

Current Roles

Paraplanner (Previous experience required)

We are looking for a highly motivated and experienced paraplanner to join our team!

The ideal candidate will have a strong understanding of financial planning principles and practices, as well as experience with financial planning software.

They will also be able to work independently and as part of a team, and have excellent communication and problem-solving skills.

Qualifications

  • Degree in Accounting, Business Management or related
  • At least 2 years of Australian Paraplanning experience
  • Experience in Australian Financial Planning
  • Experience with XPlan software
  • Proficient in MS Office and Google Apps
  • Ability to adapt to new tools and software
  • Excellent English communication skills both verbal and written
  • High attention to detail
  • Highly analytical and detail-oriented
  • Superior organisational skills
  • Ability to work within deadlines
  • Great time management skills
  • High level of integrity, confidentiality and discretion
  • RG146 Certification is desired but not required

Responsibilities

  • Fact find input into Financial Planning software.
  • Completion of modeling in financial planning software of various strategies.
  • Consider the strategies within the confines of legislation to ensure they are allowable and whether the Adviser has missed any opportunities.
  • Creation of a Statement of Advice (SoA) document in line with the specifications of the Licensee and Adviser.
  • Provide feedback to Advisers about any missing compliance documents/ wording that they need to complete in order to have a complete, compliant, client file.
  • Collaborate with a wider team, throughout our network of offices, to deliver integrated and exceptional client service
  • Other Adhoc tasks
Apply Now!

FINANCIAL PLANNING ASSISTANT

A Financial Planning Assistant (FPA) provides support to financial advisers.

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MORTGAGE BROKING ASSISTANT

Mortgage Broking Assistant (MBA) provides lending support to mortgage brokers.

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BUSINESS PROCESS MANAGEMENT SERVICE

A deep dive into your business processes to remove bottlenecks and streamline.

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FAQS

Frequently Asked Questions

Can’t find the answer you’re looking for?

Leave us a message through our contact form and one of our Levera team members will get back to you ASAP!

  • Where is Levera based?

    Our head office for Levera is in Melbourne, Australia. We do also have an office based in the Philippines where all our staff work from.

  • Who trains my Levera assistant?

    Levera has a 2 week intensive training program that is tailored to meet your needs and teaches your Levera assistant what they need to know to hit the ground running!


  • What times do your assistants work?

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  • How do I get started with a Levera Assistant?

    It's so much easier than you think!


    Simply book your FREE Clarity Call with our Melbourne team so that we can get to know you and focus on what you are looking for in a Levera assistant.


    From here, we have a look at your existing systems and processes and see how we can help you improve them. We also note this so we can help your assistant. 


    Then we match you with the right Levera assistant for you and we start the training and onboarding process.

  • Why is Levera different to other outsourcing agencies?

    One thing about Levera? We know what we are good at!

    We are a boutique agency that specialises in financial services — and we know it back to front. 


    Focusing on what we know best has allowed us to give our peers in the financial service realm a virtual assistant service that feels tailor-made to them and their businesses.


    With an industry-leading training program as the cherry on top, you'll feel the Levera difference from the start.

  • Do I need existing business processes set up?

    No! We look at the infrastructure and tech stack that you use in your business and if you don't have any set up, we can run you through some of our favourite systems and processes that we think would be perfect for your business.

  • Is hiring a Levera assistant expensive?

    In comparison to hiring onshore in Australia, not at all!


    If you are ready to discuss everything about your Levera assistant incuding our pricing, we do this all in our 15 minute Clarity Call with you.


    Book a time with us HERE today.

  • What do Levera take care of?

    We look after the entire outsourcing process for our clients end-to-end, which includes hiring, orientation, set-up, project management, HR, payroll and perks. 

  • Where are the Levera assistants based?

    Our assistants are all based out of Pampanga, Angeles City in the Phillippines. We have a brand new office that was built specifically with our Levera assistants in mind.


    Our office has many other Levera assistants that are also doing similar jobs so they have help and support available, as well as team leaders and HR on the ground to help them.

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