Senior Paraplanner aiming to be a Paraplanning Manager

2 weeks ago


Cebu City, Central Visayas, Philippines Finnacle Finance Pty Ltd Full time
Senior Paraplanner aiming to be a Paraplanning Manager - 100% Remote

Be part of our fast-growing company and find the best opportunities to level up your career

What we offer:

  • 100% Remote role
  • High compensation package
  • 15 days leave + 2 weeks paid Christmas break annually
  • Additional days off on Australian holidays
  • Health insurance (HMO)
  • Performance bonus
  • Learning opportunities
  • Work-Life balance
  • Open and transparent management
  • Company provided complete work equipment (laptop, extra monitor, keyboard, mouse, phone)

Senior Paraplanner with a goal to transition to Paraplanning Manager

We are seeking a highly motivated Senior Paraplanner to join our team. The ideal candidate will have extensive experience in financial planning and research covering super, insurance, investments and pension.

Responsibilities

  • Complete research and comprehensive SOA or ROA.
  • Train new paraplanners to ensure that their work is accurate, timely, and meets all necessary regulatory requirements.
  • Ensure that the paraplanning team is properly trained and fully capable of performing all necessary tasks.
  • Oversee the paraplanning team's work on financial plans, investment portfolios, and other financial planning documents.
  • Identify and implement process improvements to increase efficiency and effectiveness of the paraplanning team.
  • Analyze and interpret client financial data to provide insights and recommendations that support their overall financial objectives.
  • Collaborate with financial advisors to develop financial plans and investment strategies.
  • Serve as a subject matter expert on regulatory updates and changes that impact the work of the paraplanning team.
  • Serve as a liaison with custodians, asset managers, and other third-party vendors to manage the daily operations of client accounts.
  • Develop and maintain a strong culture of teamwork, accuracy, and client service.

Requirements

  • A minimum of 5 years of experience as Paraplanner
  • Comprehensive knowledge of financial planning concepts, investment vehicles, and financial industry regulations and standards.
  • Strong analytical and problem-solving skills.
  • Excellent written and verbal communication skills.
  • Demonstrated ability to lead people, manage projects, and meet deadlines.
  • Ability to work independently as well as collaborate in a team environment.
  • Experienced in Adviser Logic and other service provider portals.
  • Must be RG146 compliant
  • Savvy with technology and able to learn in house programs and tools, such as Adviser Logic, Chant West, WhatsApp & Slack (for communications)
  • Accurate and with a great eye for detail (must have).
  • Well adept with Microsoft Office (eg. Word, Excel and Outlook)
  • Demonstrates exceptional flexibility and adaptability, especially in the face of rapid changes.

Tools we use:

  • Adviser Logic as main CRM

If you meet the qualifications outlined above and are looking for an exciting opportunity to join a dynamic team, please submit your application for consideration.

Your application will include the following questions:

What's your expected monthly basic salary?

How many years' experience do you have as a Paraplanner?

Have you worked in a role which requires experience with financial analysis and modelling?

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