Australian Paraplanners (Onsite) w/ 30k Sign-On Bonus [S9]

VAP; Cebu City; On-site; PHP 2,679,000 - 4,018,000; Full time

Benefits offered by this job

HMO w/ Dental Coverage + Dependents

2-week paid Holiday Break

Fixed weekends off

Dayshift schedule

Job summary

VAP is seeking an experienced Australian Paraplanner to join a small, collaborative team in an office-based role in Cebu. You’ll work closely with advisers and fellow paraplanners to prepare accurate advice documents and develop your skills through face-to-face collaboration.

The ideal candidate has paraplanning experience in an Australian financial planning business, strong attention to detail, and proficiency in Xplan.

Qualifications

• Previous paraplanning experience in Australian financial planning.
• Proficiency in Xplan and familiarity with other financial planning software.
• Strong attention to detail and ability to produce accurate, high quality advice documentation.
• Strong analytical and problem solving skills.
• Ability to manage multiple tasks and deadlines while maintaining accuracy.
• Strong written and verbal communication skills.
• Comfortable working independently while contributing to a collaborative team environment.
• Willingness to learn, ask questions, share knowledge, and develop with the team.
• Open to working onsite in Cebu Office.

Responsibilities

• Prepare accurate and well-structured advice documentation for Australian financial planning clients.
• Support advisers with paraplanning and advice preparation requirements.
• Use Xplan and other financial planning systems to manage client and advice information.
• Review information and documentation for accuracy, completeness, and consistency.
• Manage multiple paraplanning tasks and deadlines effectively.
• Work closely with advisers and team members to clarify requirements and resolve issues.
• Communicate throughout the day with the team to keep work progressing smoothly.
• Identify potential issues or missing information and raise them promptly.
• Follow established processes while contributing to continuous learning and improvement.
• Support the wider team with paraplanning tasks as required.

Skills

Paraplanning

Xplan

Attention to detail

Analytical skills

Time management

Communication

Team player

Office Cebu

Tools

Xplan

Job description

Want to grow your career in Australian financial planning?

Do you enjoy working closely with advisers and being part of a team?

Ready to put your Australian paraplanning experience to work?

Build your skills alongside a collaborative team.

About the Role

We’re looking for an experienced Australian Paraplanner to join a small, collaborative team in an office-based role. You’ll work closely with advisers and fellow paraplanners, contributing to accurate advice documents while having the opportunity to ask questions, share knowledge, and develop your skills through regular face-to-face collaboration.

Ideal Candidate (Must Have Requirements)

• Previous experience as a Paraplanner supporting an Australian financial planning business.
• Proficiency in Xplan and familiarity with other financial planning software.
• Strong attention to detail and the ability to produce accurate, high quality advice documentation.
• Strong analytical and problem solving skills.
• Ability to manage multiple tasks and deadlines while maintaining accuracy.
• Strong written and verbal communication skills.
• Comfortable working independently while also actively contributing to a collaborative team environment.
• Willingness to learn, ask questions, share knowledge, and develop alongside the team.
• A team oriented mindset and commitment to building a long term career with the business.
• Comfortable working primarily from the office and participating in regular face to face collaboration with advisers and colleagues.
• Open to working onsite in our Cebu Office

Tasks and Responsibilities

• Prepare accurate and well-structured advice documentation for Australian financial planning clients.
• Support advisers with paraplanning and advice preparation requirements.
• Use Xplan and other financial planning systems to manage and prepare client and advice information.
• Review information and documentation for accuracy, completeness, and consistency.
• Manage multiple paraplanning tasks and deadlines effectively.
• Work closely with advisers and team members to clarify requirements and resolve issues.
• Communicate throughout the day with the team to keep work progressing smoothly.
• Identify potential issues or missing information and raise them promptly.
• Follow established processes while contributing to continuous learning and improvement.
• Support the wider team with paraplanning tasks as required.

Industry-leading benefits

• HMO w/ Dental Coverage + Dependents
• 2-week paid Holiday 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

• Strong and Stable Internet Connection for uninterrupted video interviews
• Laptop or PC with Webcam for online assessments and interviews

About VAP

VAP is a leading, fast-growing offshore staffing solution for Australian and New Zealand small and medium businesses. We recruit and manage virtual assistants (VAs) to empower business owners to achieve their goals. At the same time, we create meaningful opportunities for our staff in the Philippines to lead better lives.

We pride ourselves on having a supportive and collaborative team. We value energy, candid communication, and a high-performance work environment. We are looking for someone who fits well into this culture and can contribute positively to our team's dynamic.

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