Are you passionate about making a difference in the SMSF industry? Easy Super, a dynamic, forward-thinking firm, is looking for an enthusiastic SMSF Client Services Officer & Paraplanner to join our team. If you’re driven, thrive in a collaborative environment, and are eager to build a career in SMSF administration and paraplanning, we'd love to hear from you!

About Us

Easy Super provides tailored SMSF advice, compliance, administration, and audit services to clients across Australia. We pride ourselves on delivering exceptional client service and supporting our team members with ongoing professional development. Our culture is built on innovation, dedication, and a genuine desire to help our clients succeed.

The Role

This is a dual role involving both client services and paraplanning responsibilities. Your key duties will include:

• Preparing Statements of Advice (SOAs) and all required compliance documents.
• Supporting the SMSF establishment and closure process.
• Maintaining ongoing client relationships and assisting with compliance and administrative tasks.
• Liaising with clients to facilitate SMSF establishment and SOA processes.
• Assisting the team in developing SMSF investment strategies.
• Responding to client SMSF queries and providing high-level customer support.

Key Requirements

To be successful in this role, you will have:

• Experience: Two to three years of experience as an administrator or paraplanner in the financial planning or accounting industry.
• SMSF Knowledge: Understanding SMSF rules and regulations. Experience with SMSF establishment, administration, and paraplanning software is desirable.
• Skills: Ability to work well under pressure while maintaining accuracy, work independently as well as part of a team, and have strong communication and interpersonal skills.
• Organisational Ability: Exceptional organisational skills and a keen attention to detail.
• Qualifications: RG146-compliant or working towards financial planning qualifications are preferred. SMSF-specific training and understanding of SMSFs are musts.
• Tech-Savvy: Proficiency with Microsoft Office Suite and SMSF software packages (e.g., BGL 360). Experience with DASH would be highly regarded. Knowledge of FYI, XPM, Practice Ignition, and HubSpot is desirable.
• Attitude: A proactive approach with a strong client service focus, a willingness to learn, and a desire to contribute to a positive team environment.

Why Join Easy Super?

• Flexibility: Enjoy flexible working arrangements, including work-from-home options.
• Career Growth: We provide ongoing training and professional development opportunities to help you advance your skills and career.
• Supportive Culture: Be part of a supportive and engaging work culture that values your contributions and encourages growth.
• Work-Life Balance: We believe in maintaining a healthy work-life balance and supporting our team members in achieving it.

How to Apply

If you’re ready to join a growing firm where you can make a real impact, please submit your resume and a cover letter outlining your experience and motivation for applying to [email protected]

We look forward to having you on our team at Easy Super!

Full-time WFH, Permanent, and Part-time applicants will be considered.