Australian Paraplanner

WE ARE HIRING PARAPLANNERS! ENJOY A SIGN-ON BONUS!

Do you have experience as a Paraplanner supporting an Australian Financial Planning company?

Are you proficient in either XPlan or AdviserLogic?

Are you proficient in preparing compliant Statements of Advice (SoAs)?

If it's a “YES” to these questions, join us as a Paraplanner and be at the heart of our financial planning team.

About the Role:

As an AU Paraplanner, you will focus on comprehensive research, report preparation, and collaboration directly with financial advisors. If you have a keen eye for detail, a passion for financial analysis, and the desire to contribute to our clients' financial well-being, this is the role for you. Elevate your career in financial planning by joining our dynamic team as a Paraplanner.

Ideal Candidate (must have requirements)

• At least 2 years experience as a Paraplanner supporting an Australian Financial Planning Firm
• Required software expertise: Xplan and/or Adviser Logic (Financial Planning Tools)
• Experienced in Financial Planning Modeling creation
• Handled preparation and implementation of Statements of Advice (SoA)
• Experience in Investment and/or Insurance Implementation
• Prior experience with Records of Advice (RoA)
• Able to liaise between advisors, insurance companies, clients, and other parties involved.

Tasks and Responsibilities

• Providing quotes for either Risk and/or Financial Planning SoA alongside conducting product cost comparisons for Superannuation, Pension, and Investments, ensuring comprehensive financial analysis.
• Ensuring the advice provided aligns with ASFL compliance parameters while preparing meticulously for Records of Advice (ROA) to meet regulatory standards.
• Generating new business income from risk insurance and superannuation advice this financial year, coupled with implementing advice for clients' financial plans.
• Completing fact-finding documents while managing all necessary client work papers and information, ensuring thorough documentation.
• Updating client paper and electronic files to maintain compliance, concurrently managing and reviewing client data in the CRM for accuracy.
• Liaising effectively with fund managers, administrators, and life companies to oversee client affairs, coordinating diverse research efforts to support financial planning recommendations.

Industry-leading benefits

• With HMO coverage
• 2-week paid Christmas Break. Enjoy the season without worrying about your work.
• Fixed weekends off (Saturday and Sunday). Take control of your weekends, relax with loved ones, or indulge in your passions.
• Take advantage of working the dayshift schedule! Wake up to the sunrise and wind down as the sun sets.

We have a virtual recruitment process. What you need

• Stable Internet Connection (at least 10 Mbps)
• Laptop or PC w/ Webcam

--

About VA Platinum

VA Platinum is a leading, fast-growing offshore staffing solution for Australian small and medium businesses.

VA Platinum recruits, trains, and manages virtual assistants (VAs) to support Australian business owners in reaching their full potential. By providing cost-effective VAs in the Philippines, we help business owners reduce salary costs, free up time, and achieve their purpose. At the same time, we enable our staff in the Philippines to live better lives.

We are not your average Virtual Assistant provider in the Philippines. Everything we do focuses on being extraordinary from our superstar staff to our business coaching services, our culture, and our impressive systems.

Other Cebu-Based Career Opportunities

• AU Accountants/Bookkeepers
• Financial Planning VAs
• Mortgage Broking VAs
• Executive Assistants
• Digital Marketing Specialists
• Team Leaders
• Project Managers
• Mortgage Parabrokers (anywhere in the PH)
• Paraplanners