Paraplanner
Paraplanner
Posted on :
09-03-2024
Employer Active
1 Vacancy
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Job Description
Req ID : 2606712
This is a remote position.
- Preparing of high quality financial plans/reports for financial advisors
- Min 2year exp. within the financial planning/Investment/Insurance
- Understanding of Australian Corporations Act 2001 Regulatory guidelines
- Privacy Act 1988 Money Laundering Act 2022 Record Keeping etc
- Understanding of the financial planning process and procedures
- Technical knowledge including insurance mutual funds trusts taxation etc
- Regular communication with Financial Advisors
- Manage good client relationships.
Requirements
- Preparation of highquality Statement and Records of Advice(SOA and ROA) documents
- Preparation of cash super pension and investment projections
- Strong attention to detail
- Conduct indepth portfolio analysis
- Experience using MSword and excel templates and Teams
- CRM platform 12 year exp in Advisor Logic Xplan Pluto or equivalent financial planning
Benefits
- Work from home opportunity
- Negotiable Pay rate based on experience
- MonFriday 7:30 AM IST 04:30 AM IST
- All Saturdayoff
Preparation of high-quality Statement and Records of Advice(SOA and ROA) documents Preparation of cash, super, pension and investment projections Strong attention to detail Conduct in-depth portfolio analysis Experience using MS-word and excel, templates and Teams CRM platform 1-2 year exp in Advisor Logic, Xplan, Pluto or equivalent financial planning
Employment Type
Full Time
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