Australian Paraplanner: SoA/ROA Specialist

VAP (VA Platinum) | Outsourcing Experts; Philippines; On-site; PHP 334,800 - 558,000; Full time

Benefits offered by this job

2-week paid holiday break

Fixed weekends off

Day-shift schedule

Job summary

VAP (VA Platinum) | Outsourcing Experts seeks an experienced Paraplanner to assist an Australian Financial Planning firm from our office in Cebu. This role involves comprehensive research, report preparation, and collaboration with financial advisors.

The ideal candidate will be proficient in XPlan or AdviserLogic, experienced in preparing Statements of Advice and managing compliance with Australian regulations. Work hours offer a day-shift schedule with weekends off.

Qualifications

• Must be experienced as an Australian Paraplanner supporting a Financial Planning Firm.
• Worked on preparation and implementation of SoAs and Records of Advice (RoAs).
• Able to liaise between advisors and clients effectively.

Responsibilities

• Provide quotes for Risk and/or Financial Planning SoAs and conduct product comparisons.
• Ensure compliance with ASFL while preparing Records of Advice.
• Liaise with fund managers and administrators to support financial planning.

Skills

Proficiency in XPlan or AdviserLogic

Experience in Financial Planning Modelling

Preparation of Statements of Advice (SoA)

Investment and/or Insurance Implementation

Job description

VAP (VA Platinum) | Outsourcing Experts seeks an experienced Paraplanner to assist an Australian Financial Planning firm from our office in Cebu. This role involves comprehensive research, report preparation, and collaboration with financial advisors.

The ideal candidate will be proficient in XPlan or AdviserLogic, experienced in preparing Statements of Advice and managing compliance with Australian regulations. Work hours offer a day-shift schedule with weekends off.