Senior Paraplanner

Company Overview
BE SmartAdmin Services Pty Ltd (BESAS) is a bespoke Australian start-up company providing administrative, paraplanning, and bookkeeping services to a diverse range of clients, including financial planning, property, mortgage lending, and creative industries. While most of our team is based in the Philippines, our services are fully Australian-focused, and we pride ourselves on delivering tailored, high-quality solutions for each client.
At BESAS, we value excellence in our work and in our interactions with clients, while also recognising that well-being and work-life balance matter. Our culture encourages innovation, collaboration, and results, and we are looking for someone who can make an impact, demonstrate a can-do attitude, and thrive in a dynamic start-up environment.
Role Overview
As a Senior Paraplanner, you will play a pivotal role in our paraplanning team. You will:
Manage SOA/ROA/research/modelling requests from advisers and allocate them...