Paraplanning Assistant Courses
A Paraplanning Assistant supports financial planners by handling a range of administrative and research-based tasks.
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AI exposure data adapted from Felten, Raj & Seamans (2021). Shortage data sourced from Jobs and Skills Australia (2024).
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How do I become a Paraplanning Assistant
Get qualified to work as a Paraplanning Assistant with a course recognised across Australia. Speak to a training provider to learn more.
FNS40715
A Certificate IV in Financial Practice Support FNS40715 is great for students seeking entry into a career in financial planning. Students begin their studies learning how to prepare and implement financial plans while complying with ethical and operational guidelines and regulations. Students then complete a number of electives based on their area of interest: customer service and client relationships, business technology, or analysis and research.
The Certificate IV in Financial Practice Support FNS40715...
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Studying a finance course is the modern gold standard for launching a successful career in the industry. Get started today!
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Interested in a career as an Accountant, Auditor or registered Tax Agent? Here online you’ll find the latest accounting courses, including classes approved by the Australian Tax Practitioners Board (TPB).
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Study the foundations of financial services and learn a specialised skillset to hone your craft and make an impact. Get started today!
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Looking for the training and qualifications you need to become a bookkeeper, payroll officer or BAS Agent? Here online you’ll find the latest courses for bookkeepers, including classes that are approved by the Tax Practitioners...
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They help prepare financial documents, reports, and strategy recommendations, ensuring compliance with industry regulations and internal standards. Their responsibilities often include conducting product research, data entry, maintaining client records, and assisting in the preparation of Statements of Advice (SOAs).
While they do not provide direct financial advice, Paraplanning Assistants play a critical behind-the-scenes role in streamlining the advice process and ensuring that all supporting materials are accurate and complete. This position requires strong attention to detail, excellent organisational skills, and a foundational understanding of financial planning processes and terminology.
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