Australian Paraplanners (Wfh) W/ Sign-On Bonus

Vap; Philippines; Remote; PHP 420,000 - 620,000; Full time

Benefits offered by this job

HMO w/ Dental Coverage + Dependents

2-week paid Holiday Break

Fixed weekends off (Sat/Sun)

Dayshift schedule

Job summary

VAP is seeking an Australian Paraplanner to support financial advisers from the Philippines. The role focuses on research, report preparation, and collaboration with advisers to deliver compliant SoAs and ROAs for Australian clients.

You will handle quotes, product comparisons, and CRM documentation while ensuring ASFL compliance and accurate data management. This is a remote role with international client interaction.

Qualifications

• Solid experience as a Paraplanner supporting an Australian Financial Planning Firm.
• Proficiency with Xplan and/or Adviser Logic (Financial Planning Tools).
• Experienced in Financial Planning Modelling 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.

Responsibilities

• Providing quotes for Risk and/or Financial Planning SoA with product cost comparisons for Superannuation, Pension and Investments.
• Ensuring advice aligns with ASFL compliance parameters while preparing ROA for regulatory standards.
• Generating new business income from risk insurance and superannuation advice and implementing client financial plans.
• Completing fact-finding documents and managing client work papers and information.
• Updating client files and CRM data to maintain compliance.
• Liaising with fund managers, administrators and life companies to support recommendations.

Skills

Paraplanning

Financial planning

Client liaison

Regulatory awareness

Attention to detail

Tools

Xplan

Adviser Logic

Job description

Can you prepare accurate and compliant SOAs with confidence?

Do you enjoy developing strategic financial advice for Australian clients?

Ready to partner with advisers and deliver quality client outcomes?

Be The Heart of our Financial Planning Team!

About the Role

As an Australian 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.

Ideal Candidate (Must Have Requirements)

• Solid experience as a Paraplanner supporting an Australian Financial Planning Firm
• Proficiency with Xplan and/or Adviser Logic (Financial Planning Tools)
• Experienced in Financial Planning Modelling 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.
• Employee work setup will be dependent on the client's discretion

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

• 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

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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.

Other Career Opportunities

• General Admin VAs
• Digital Marketing Specialists
• AU Accountants/Bookkeepers
• Financial Planning VAs
• Mortgage Broking VAs
• Mortgage Parabrokers (anywhere in the PH)
• Paraplanners
• Executive Assistants
• Team Manager - Client Facing