Australian Paraplanner - Work On Site - Cebu It Park

Advice To Talent; Philippines; Presencial; PHP 540.000 - 900.000; Jornada completa

Descripción de la vacante

Advice To Talent is seeking an experienced paraplanner with 3+ years in Australian financial planning, to deliver end-to-end admin support and strategic advisory services. You will work independently, guide advisers, and improve existing processes while ensuring compliance with financial regulations.

The role requires proficiency with Risk Researcher, Wealth Solver, XTools, Xplan, and AdviserLogic to generate quotes, models, and SOAs for client strategies.

Formación

• 3+ years in financial planning/paraplanning with end-to-end admin expertise.
• Strong knowledge of superannuation, investments, insurance, SMSF, LRBAs, gearing, debt recycling and stress testing, including legislation.
• Proficient in Risk Researcher, Wealth Solver, XTools (quote generation), and financial modelling.
• Experienced with Xplan or AdviserLogic
• Strong research, accuracy, and strategic advisory skills.
• Works independently and guides advisers.
• RG146 Certified is an advantage

Responsabilidades

• Deliver comprehensive financial planning administration and support, ensuring seamless end-to-end processes.
• Develop strategies for superannuation, investments, insurance, SMSF, LRBAs, gearing, and debt recycling while adhering to relevant rules and legislation.
• Conduct detailed research and analysis, ensuring accuracy and compliance with financial regulations.
• Utilize Risk Researcher, Wealth Solver, and XTools proficiently, including generating quotes and financial models.
• Provide expert financial modelling and projections to support client strategies.
• Work with Xplan and Adviser Logic to prepare Statements of Advice (SOAs) and financial reports.
• Offer strategic guidance to financial advisers and contribute to process improvements.

Conocimientos

3+ years in financial planning/parapla

Independent worker

Strategic advisory skills

Process improvement mindset

RG146 certification advantage

Educación

RG146 Certification

Herramientas

Risk Researcher

Wealth Solver

XTools (quote generation)

Xplan

AdviserLogic

Descripción del empleo

MUST HAVE AT LEAST 3 YEARS EXPERIENCE IN AUSTRALIAN PARAPLANNING.

CANDIDATES WITH NO EXPERIENCE WILL NOT BE ENTERTAINED.

Minimum Qualifications

• 3+ years in financial planning/paraplanning with end-to-end admin expertise.

• Strong knowledge of superannuation, investments, insurance, SMSF, LRBAs, gearing, debt recycling and stress testing, including legislation.

• Proficient in Risk Researcher, Wealth Solver, XTools (quote generation), and financial modelling.

• Experienced with Xplan or AdviserLogic

• Strong research, accuracy, and strategic advisory skills.

• Works independently and guides advisers.

• RG146 Certified is an advantage

Personal Attributes

• Can work independently

• Takes initiatives and does not need to be told what to do next

• Open to improving existing processes

• Completes tasks and deadlines before deadlines.

• Works collaboratively and independently with an existing team

Tasks and Responsibilities

• Deliver comprehensive financial planning administration and support, ensuring seamless end-to-end processes.

• Develop strategies for superannuation, investments, insurance, SMSF, LRBAs, gearing, and debt recycling while adhering to relevant rules and legislation.

• Conduct detailed research and analysis, ensuring accuracy and compliance with financial regulations.

• Utilize Risk Researcher, Wealth Solver, and XTools proficiently, including generating quotes and financial models.

• Provide expert financial modelling and projections to support client strategies.

• Work with Xplan and Adviser Logic to prepare Statements of Advice (SOAs) and financial reports.

• Offer strategic guidance to financial advisers and contribute to process improvements.