Australian Paraplanner

Do 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...

Overview Looking for Philippines-based candidates Job Role: Client Service Officer/Paraplanner Compensation range: $2,000 - $3,000 AUD/month Engagement type: Independent Contractor Agreement Work Schedule: This role is expected to align with the AU business hours (approx. 9 AM - 5 PM, Monday to Friday) for collaboration, but as a contractor, you’ll...

Paraplanner Role SummaryWe seek a highly skilled Paraplanner to join our team, playing a pivotal role in supporting financial advisers with paraplanning tasks and delivering exceptional client experiences.Key Responsibilities:Manage end-to-end client service processes for seamless experiences.Prepare and review Statements of Advice (SoAs) and Records of...

Looking 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...

Job Title: Client Service Officer/ParaplannerWe are seeking a highly skilled and experienced Client Service Officer/Paraplanner to join our team. As a key member of our offshore team, you will play a vital role in delivering exceptional client service and support to our clients.This is an excellent opportunity for a motivated and organized individual who can...

Are 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...

Do 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,...

Do you have AU Mortgage Broking Support experience?Used tools like MyCRM, Nexus, Infinyty or FLEX?Ready to be a fully committed Credit Analyst?Join VA Platinum as an AU Credit AnalystAbout the roleThe Australian Credit Analyst shall be assisting the brokers in handling the Australian client's applications and needs, coordinating between parties to ensure an...

Do you have Australian end-to-end Loan processing experience?Used tools like MyCRM, Nexus, Infinyty or FLEX?Have an interest in becoming a Parabroker or a Credit Analyst in the future?If you're committed to growing your career in AU Mortgage Broking, we want youAbout the roleThe Mortgage Broking Admin involves managing client documentation, supporting loan...

Client Service Officer Paraplanner JobWe are seeking an experienced Client Service Officer/Paraplanner to join our offshore team, supporting a leading Australian financial advisory practice.This role is designed for someone who can work independently and take initiative to build trust within the team. You will play a key role in enhancing the client...