AU Senior Paraplanners
On-site (either IT Park Cebu / Robinsons Cybergate Delta Davao) or WFH
About the Role
As a Senior Paraplanner, you will focus on comprehensive research, report preparation, and direct collaboration 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)
- At least 1 year of experience as a Paraplanner supporting an Australian Financial Planning Firm
- Proficiency with Xplan and/or AdviserLogic (Financial Planning Tools)
- Proficiency in either XPlan or AdviserLogic is sufficient for this role
- Experienced in Financial Planning Modelling creation
- Handled the 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.
- Open for WFH setup
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.
- Working knowledge of Australian Financial Planning regulatory requirements is required
- 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.
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