Senior Paraplanner

Overview

Role involves providing high-quality financial advice and support to financial advisers.

Ideal candidate should have 2-3 years of experience in Paraplanning and proficiency in XPLAN software.

Locations

• Philippines

Requirements

• 2-3 years Paraplanning or Financial Adviser compliance experience
• Proficiency with XPLAN software
• Extensive knowledge of Australian Financial Services licensees

Responsibilities

• Fact find data entry and collation of client data
• Research and document wealth solutions
• Develop compliant financial advice documents
• Complete insurance needs analysis
• Oversee advice document requests
• Build relationships with Authorised Representatives
• Support process enhancement for Paraplanning
• Stay updated on industry rules

Benefits

• Work from Home
• Medical, Dental Coverage and Life insurance
• Paid Vacation and Sick Leave
• Competitive salary package
• Financial Assistance Program
• Regular Company Events
• Career growth opportunities