Remote Paraplanner - Review & Test Advice Docs

PARAPRO PTY LTD; Metro Manila; Teletrabalho; PHP 480 000 - 720 000; Tempo integral

Resumo da oferta

ParaPro is seeking a paraplanner to bring Australian financial advice knowledge into the development and testing of ParaPro. The role focuses on reviewing sample advice documents, testing workflows, and communicating improvements to the development team.

You will work remotely from the Philippines with full-time engagement, helping ensure accuracy in SOAs, ROAs, and supporting information while enhancing templates and processes for better quality control.

Qualificações

• Experience preparing or reviewing Australian advice documents.
• Strong knowledge of superannuation, retirement planning, investments and personal insurance.
• Familiarity with Xplan or comparable software.
• Ability to explain issues clearly to people without a financial advice background.

Responsabilidades

• Reviewing sample SOAs, ROAs and supporting information.
• Checking calculations, assumptions, fees and consistency.
• Identifying missing information, unclear wording and technical issues.
• Improving templates, checklists and workflows.
• Explaining issues clearly and checking that fixes address them.

Conhecimentos

Australian advice documents

Superannuation knowledge

Retirement planning

Investments

Personal insurance

Xplan

Ferramentas

Xplan

Descrição da oferta de emprego

ParaPro is seeking a paraplanner to bring Australian financial advice knowledge into the development and testing of ParaPro. The role focuses on reviewing sample advice documents, testing workflows, and communicating improvements to the development team.

You will work remotely from the Philippines with full-time engagement, helping ensure accuracy in SOAs, ROAs, and supporting information while enhancing templates and processes for better quality control.