Paraplanner
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Job Location:
Angeles - Philippines
Monthly Salary:
PHP 50000 - 70000
Posted on:
Yesterday
Vacancies:
1 Vacancy
Job Summary
Position: Paraplanner (Up to 70K)
Schedule: Monday to Friday 7 AM 4 PM (PH Time)
Work setup: Hybrid
Start and build your career with BMG Outsourcing one of the well-respected Australian-owned Outsourcing Company with office in Clark and Sydney providing high quality services to clients and promising career to its employees.
We are seeking a dynamic and experienced Paraplanner to assists financial advisers by preparing accurate advice documents managing client information supporting compliance requirements and ensuring the smooth delivery of an end-to-end advice process.
This role requires strong technical knowledge solid paraplanning experience and proficiency with financial planning software particularly XPLAN / XTOOLS.
In this role you will:
Advice Preparation & Implementation
- Prepare a full range of advice documents including multi-strategy Statements of Advice (SoAs) Records of Advice (RoAs) and SMSF-related advice.
- Assist in implementing advice strategies accurately and efficiently.
- Support advisers with follow-through advice recommendations ensuring all steps are completed within required timeframes.
Client Service & Engagement
- Support the delivery of high-quality advice and customer service in a professional manner.
- Participate in client interactions as needed throughout the advice process.
- Liaise with internal and external stakeholders to complete advice on preparation and implementation tasks.
Advice Process Support
- Collect and verify client information conduct research enter data into systems and maintain accurate client files.
- Assist with managing the end-to-end advice process including FDS fee consent and review obligations.
- Maintain clear workflow oversight to ensure tasks are completed on time and expectations are met.
Compliance & Documentation
- Proactively manage all compliance obligations to ensure advice meets Australian regulatory requirements.
- Maintain up-to-date knowledge of relevant legislation superannuation SMSFs insurance strategies and contributions rules.
- Keep detailed file notes and ensure all client records are accurate complete and up-to-date.
Team Support & Development
- Support the Financial Planning team across administration client service and advice support functions.
- Perform other duties as assigned to contribute to team goals and client outcomes.
Requirements
Were Looking for Someone Who has:
- Minimum 3 years of paraplanning experience including preparation of a full suite of advice documents and multi-strategy plans.
- Comprehensive understanding of SMSFs related structures and LRBAs.
- Intermediate knowledge of superannuation insurance strategies and advice areas including but not limited to:
- Contribution strategies
- Retirement planning
- Investment strategies
- Demonstrated ability to support compliance requirements and advice documentation standards.
- Ability to implement advice accurately while ensuring regulatory obligations are met in a commercially efficient manner.
Technical Skills:
- Strong experience using XPLAN / XTOOLS is essential.
- Solid technical skills with the ability to perform research cash flow modelling super and risk comparisons and insurance quoting.
Non-Negotiables:
- Strong attention to detail and excellent organizational skills.
- Ability to communicate professionally with advisers clients and third parties.
- Proactive accountable and capable of managing workload with minimal supervision.
Benefits
Why Youll Love Working with Us:
Company-provided laptop second monitor
Free HMO
Monthly Team Gratitude Celebrations Year-end Party & Summer Outing.
Welcome gift on Day 1
Coffee session on Day 1 (for hybrid and onsite employees)
Company Shuttle Service
Free Meals and Snacks
Generous vacation days holidays and sick leave to help you recharge.
Required Skills:
Were Looking for Someone Who has: Minimum 3 years of paraplanning experience including preparation of a full suite of advice documents and multi-strategy plans. Comprehensive understanding of SMSFs related structures and LRBAs. Intermediate knowledge of superannuation insurance strategies and advice areas including but not limited to: Contribution strategies Retirement planning Investment strategies Demonstrated ability to support compliance requirements and advice documentation standards. Ability to implement advice accurately while ensuring regulatory obligations are met in a commercially efficient manner. Technical Skills: Strong experience using XPLAN / XTOOLS is essential. Solid technical skills with the ability to perform research cash flow modelling super and risk comparisons and insurance quoting. Non-Negotiables: Strong attention to detail and excellent organizational skills. Ability to communicate professionally with advisers clients and third parties. Proactive accountable and capable of managing workload with minimal supervision.
Company Industry
IT Services and IT Consulting
