Paraplanner with Aus....
Paraplanner with Australian Paraplanning Experience
Posted on :
05-02-2024
Employer Active
1 Vacancy
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Jobs by Experience
1-3years
Monthly Salary
Not Disclosed
Salary Not Disclosed
Vacancy
1 Vacancy
Posted on :
05-02-2024
Job Description
Req ID : 2499050
This is a remote position.
Philippine Based (Filipino) Applicants Only
The role will be a mix of writing SOAs and reviewing ROAs along with preSoA research (projections etc). Our advice is rarely complex and just your standard insurance super and retirement planning strategies. We do the occasional SMSF however this can be outsourced if required. We require an experienced Paraplanner who has sound industry and advice process knowledge. We do use Xplan wizards however due to our dealer group not having preferred software there some manual editing is required so a sound knowledge of what is required for a compliant advice document is essential as they do need personalization.
Requirements
- Experienced Paraplanner
- Minimum 3 years experience with an Australianbased dealer group
- Sound and uptodate technical knowledge of all retirement superannuation Centrelink and personal insurance strategies. SMSF knowledge would be a bonus but not essential
- Uptodate compliance knowledge on generating SoA s & RoA s.
- Excellent knowledge of Xtools modeling Wealthsolver and risk researcher
- Excellent knowledge of analysing personal insurance needs analysis and personal insurance research
- Researching and comparing products including platforms
- Assisting the Financial Designer and the team in design/strategies/alternatives for clients. Best interest.
- Able to work in tandem with the adviser to develop and create appropriate strategies
- Excellent custom and personalised SoA/ROA writing skills with attention to detail
Benefits
- Monthly Salary: Php 55000
- Salary will be paid on a bimonthly basis on the 15th and 30th or 31st of each month
- You will be paid extra for overtime and Philippines public holidays
- Probation: 6 months and after Probation:
a. 10 days annual leave credits
b. 5 days of sick leave13th Month Pay after 30 days - Annual Appraisal
- Laptop provided after 30 days
- Permanent workfromhome role. You will have to use your own internet.
- SHIFT TIMES: 6AM to 3PM Philippine time Monday to Friday
Minimum of 2 years experience Experience working with Australian Clients is a must Excellent communication skills, both verbal and written Highly organized, process oriented Incredible eye for detail, quality focused and process oriented Bachelor s Degree (+) Proactive results driven and efficient Team player and leadership with ability to drive a team Experience in data entry, document creation and general admin within Finance sector
Employment Type
Full Time
Company Industry
Key Skills
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