Australian Paraplanners
1 week ago
Are you detail-driven and passionate about financial strategy? Do you enjoy turning complex client data into clear, compliant advice? Want to work closely with advisors shaping high-quality client outcomes? Then, this job is made for you About the Role Join as a Paraplanner of a dynamic financial planning team where you’ll prepare and maintain Xplan templates, assist with SMSF and insurance planning, and help implement advice to ensure accuracy and compliance. You’ll collaborate directly with advisors to deliver exceptional client results and maintain the highest professional standards. Ideal Candidate (Must Have Requirements) Proven experience as a Paraplanner or in a similar financial planning support role. Experience with Xplan software preferred. Strong knowledge of SMSFs and superannuation products. Proficiency in insurance planning ; training and support available. Experience or willingness to learn the Lifetime Super product and processes. Compliance knowledge and experience in the financial planning sector. Strong attention to detail and accuracy in preparing financial documents. Excellent communication and teamwork skills. Employee work setup will be dependent on the client’sdiscretion Tasks and Responsibilities Prepare and maintain Xplan templates and financial planning documentation. Support the implementation of advice for clients, ensuring accuracy and compliance. (Ideal but not essential) Assist with Self-Managed Super Fund (SMSF) advice and administration. Provide support in insurance and superannuation planning, including Lifetime Super, with guidance from BDMs as required. Collaborate with advisors to ensure high-quality client outcomes. Maintain compliance with relevant regulatory standards and company policies. Industry-leading benefits HMO w/ Dental Coverage + Dependents 2-week paid Holiday Break. Enjoy the season without worrying about your work. Fixed weekends off (Saturday and Sunday). Take control of your weekends, relax with loved ones, or indulge in your passions. Take advantage of working the day shift schedule Wake up to the sunrise and wind down as the sun sets. We have a virtual recruitment process. What you need Strong and Stable Internet Connection for uninterrupted video interviews Laptop or PC with Webcam for online assessments and interviews -- About VA Platinum VA Platinum is a leading, fast-growing offshore staffing solution for Australian and New Zealand small and medium businesses. We recruit and manage virtual assistants (VAs) to empower business owners to achieve their goals. At the same time, we create meaningful opportunities for our staff in the Philippines to lead better lives. We pride ourselves on having a supportive and collaborative team. We value energy, candid communication, and a high-performance work environment. We are looking for someone who fits well into this culture and can contribute positively to our team's dynamic. Other Career Opportunities General Admin VAs AU Accountants/Bookkeepers Financial Planning VAs Mortgage Broking VAs Mortgage Parabrokers (anywhere in the PH) Paraplanners Executive Assistants Team Manager - Client Facing #J-18808-Ljbffr
-
Australian Paraplanners
6 days ago
Cebu City, Central Visayas, Philippines VA PLATINUM PTY LTD INC. Full time ₱40,000 - ₱60,000 per yearDo you have experience as a Paraplanner supporting an Australian Financial Planning company?Are you proficient in either XPlan or AdviserLogic?Are you proficient in preparing compliant Statements of Advice (SoAs)?Be at the heart of our financial planning teamAbout the RoleAs a Paraplanner, you will focus on comprehensive research, report preparation, and...
-
Australian Paraplanners
6 days ago
Cebu City, Central Visayas, Philippines VA PLATINUM PTY LTD INC. Full time ₱300,000 - ₱450,000 per yearDo you have experience as a Paraplanner supporting an Australian Financial Planning company?Are you proficient in either XPlan or AdviserLogic?Are you proficient in preparing compliant Statements of Advice (SoAs)?Be at the heart of our financial planning teamAbout the RoleAs a Paraplanner, you will focus on comprehensive research, report preparation, and...
-
Australian Paraplanners
6 days ago
Cebu City, Central Visayas, Philippines VA Platinum Full time ₱90,000 - ₱120,000 per yearDo you have experience as a Paraplanner supporting an Australian Financial Planning company?Are you proficient in either XPlan or AdviserLogic?Are you proficient in preparing compliant Statements of Advice (SoAs)?Be at the heart of our financial planning teamAbout the RoleAs a Paraplanner, you will focus on comprehensive research, report preparation, and...
-
Paraplanner
2 weeks ago
Cebu City, Philippines WrkPod Full timeIdeal Candidate Profile The Paraplanner provides high-quality technical support to financial advisers by preparing compliant Statements of Advice (SoAs), Records of Advice (RoAs), and related documentation. This role involves conducting research, financial modelling, and compliance checks to ensure strategies are accurate, effective, and aligned with client...
-
Paraplanner
2 days ago
Cebu City, Central Visayas, Philippines SMI Financial Solutions Pty Ltd Full time ₱40,000 - ₱60,000 per yearCompany DescriptionSMI Financial Solutions Pty Ltd is a family-owned Australian business specializing in financial planning and mortgage broking. Led by Chris Smith, who has over 20 years of experience in the financial services industry, we provide strategic financial advice in plain language for easy understanding. Our expert team offers streamlined and...
-
Senior Paraplanner
2 days ago
Cebu City, Central Visayas, Philippines Reefton Outsourcing Corp Full time ₱900,000 - ₱1,200,000 per yearWe are seeking a dedicated Senior Paraplanner to join our established team in a permanent role.Key Responsibilities:On a day-to-day basis, you can expect to:Prepare professional, high-quality SOA's quickly and accuratelyEnsure all SOA documentation complies with licence guidelines.Analyse advice and strategies to ensure they meet our Best Interest Duty.Meet...
-
Australian Financial Planning Admin
2 days ago
Cebu City, Central Visayas, Philippines VA PLATINUM PTY LTD INC. Full time ₱250,000 - ₱500,000 per yearLooking to continue your career in AU Financial Planning?Are you proficient in XPlan?Have an interest in implementation advise and preparing RoAs?Grow your career with usAbout the RoleYou will support our Australian Financial Planning clients and their businesses directly. Our clients are seeking the next set of superstars to train and grow alongside their...
-
Australian Accountants
1 week ago
Cebu City, Central Visayas, Philippines VA PLATINUM PTY LTD INC. Full time ₱40,000 - ₱80,000 per yearAre you proficient with Australian tax returns?Do you have a strong command of Xero accounting software?Elevate your career with us and contribute to financial success. Ready to apply?Join VA Platinum as an AU AccountantAbout the RoleAs an Australian Accountant, you will play a key role in managing financial records, ensuring compliance with Australian...
-
Australian Bookkeeper
6 days ago
Cebu City, Central Visayas, Philippines VA Platinum Full time ₱1,200,000 - ₱2,400,000 per yearDo you possess Australian bookkeeping expertise and are proficient in XERO?Do you have a background in accurate GST reporting and BAS/IAS preparation and/or lodgements?Are you seeking to learn taxation (ITR Preparation, etc.)?Join VA Platinum nowAbout the RoleAs an Australian Bookkeeper, you'll be responsible for the full charge bookkeeping process,...
-
Australian Mortgage Broking Admin
2 weeks ago
Cebu City, Central Visayas, Philippines VA PLATINUM PTY LTD INC. Full time ₱30,000 - ₱60,000 per yearHave you worked across the full cycle of Australian mortgage loans?Know your way around tools like FLEX, Infinyty, or MyCRM?Ready to put your technical know-how into a more strategic role?This sure is a role made just for youAbout the roleAs a Mortgage Broking Administrator, your work will include preparing lender forms, assessing client needs and funding...
