AU Paraplanner
On-site (either IT Park Cebu / Robinsons Cybergate Delta Davao) or WFH
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 Modeling 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 set-up 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.
Discover More Openings
Didn’t find the right role yet? Check out more opportunities waiting for you.
Senior Recruitment Sourcing Specialist
Internal Job Position
We’re looking for an experienced Senior Sourcing Specialist to build and maintain strong applicant pipelines for multiple roles across businesses and clients in Australia. You’ll combine sourcing, market research, channel performance, and data analysis to support high-volume and specialised hiring needs.
Human Resources Employee Relations Specialist
Internal Job Position
HR Employee Relations Specialist handles employee issues, ensures compliance with Philippine labor laws, and represents the company in DOLE, NLRC, and other legal proceedings.
Facilities Officer
Internal Job Position
The Facilities Officer is responsible for ensuring that the VAP Cebu Site is well-maintained, efficient, and fully operational. This role requires proactive planning, effective management of repair and installation activities, and strong coordination with contractors. The Facilities Officer will also oversee the performance and budgeting of all maintenance vendors and ensure compliance with all necessary contracts and services
Frequently Asked Questions
