Paraplanner
Posted 3 hours ago
You'll apply on the company's website.
About the Role
We are looking for a committed Paraplanner to work remotely from the Philippines. This position entails assisting financial advisory functions by producing accurate, compliant documentation and handling intricate financial planning assignments. You will operate in a professional setting focused on precision, contributing significantly to the success of Australian financial clients. This role is intended for mid-level to senior experts who are skilled at balancing various tasks and providing exact work on schedule, offering a chance to utilize your expertise in a supportive, growth-oriented remote environment.
Requirements
- Minimum of three years of professional experience in a paraplanning capacity, specifically creating complex, multi-strategy Statements of Advice.
- Solid understanding of Australian superannuation, insurance, and taxation systems, as well as trusts and companies.
- Advanced ability to use Xplan, with specific emphasis on wizards, cash flow modeling, and drafting Records of Advice.
- Demonstrated experience researching via Xtools Risk Researcher and Morningstar, alongside utilizing Productrex for insurance comparison.
- Capability to use AI platforms such as Paradino.
- Exceptional organizational skills, independence, and the ability to communicate effectively with compliance teams to guarantee advice meets stringent standards.
Responsibilities
- Draft thorough Statements of Advice and Records of Advice by utilizing Xplan wizards.
- Leverage Xplan modeling features, including cash flow analysis, to back financial suggestions.
- Perform exhaustive investment and insurance research via industry-standard resources.
- Acquire and evaluate insurance premium quotes across different products to determine optimal client choices.
- Collaborate with the compliance department to check, adjust, and complete plans, ensuring adherence to all regulatory requirements.
- Handle various advice production assignments autonomously, coordinate conflicting priorities, and maintain high-quality results within set timeframes.
Benefits & Perks
- A competitive compensation package.
- Provision of a home office stipend and all required hardware.
- An Australian-based work schedule allowing for earlier shift completion.
- Allocation of 20 days of annual leave and 5 days of sick leave.
- Medical coverage for you and one dependent, alongside statutory government benefits.
- Annual 13th-month pay incentive.
- Clear pathways for internal career development.
Note: This listing is summarized and paraphrased by WorkNow from a publicly posted role. For the original wording and full details, please refer to the employer's official posting.
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