Offshore PARAPLANNER
1 week ago
About the Role
Supporting our Financial Advisers, you will play an integral role in preparing tailored advice documents and ensuring a seamless client experience.
In this role you will:
Prepare and document financial strategies including Statements of Advice (SOAs), Records of Advice (ROAs), and client review reports
Conduct research and analysis on financial products including superannuation, insurance, and investments
Liaise with product providers, fund managers, and insurers to obtain accurate information
Ensure compliance with regulatory requirements and internal processes
Maintain client records and data across financial planning software and CRMs
Assist with modelling client scenarios using financial planning software
Support Advisers in client meetings by preparing documentation and providing technical input where required
Manage follow-up actions from client meetings, ensuring timely and accurate delivery
Provide technical support
About the Opportunity:
As a result of our continued growth and commitment to delivering exceptional financial advice, we are seeking a dedicated offshore Paraplanner to join our team. This is an exciting opportunity to work closely with our Financial Advisers and support the delivery of high-quality strategies to our clients.
You will gain exposure to a wide variety of financial planning matters across superannuation, investments, retirement, and insurance. If you are looking to further your career in financial planning within a dynamic and supportive environment, this role is for you.
View our team video here:
About You
Minimum 2–3 years’ experience in a paraplanning or technical support role within an Australian financial planning practice
Strong knowledge of Australian superannuation, financial planning laws and regulations, investments, insurance, and retirement planning strategies
Completion or progression towards a Diploma or Advanced Diploma in Financial Planning (or equivalent relevant qualifications) is preferred
Demonstrated ability to prepare compliant and accurate advice documents (SOAs and ROAs)
High attention to detail and excellent analytical skills
Strong written and verbal communication skills
Ability to manage multiple tasks and meet deadlines in a fast-paced environment
Tech-savvy with experience in financial planning software e.g. Xplan required including comparisons through Wealthsolver, and Risk Researcher, and modelling through xtools
A proactive and collaborative approach, with a passion for delivering outstanding client outcomes
Familiarity with different corporate structures including tax implications for trusts including SMSF and bucket companies is preferred
About Us
Based in Melbourne, Australia, we are a growing, dynamic, and innovative company 40+ team members who want the best for our clients. Due to recent accelerated growth, we have a need for motivated and switched-on team members.
We love technology and always finding a better way to complete our work and service our clients. We’re an advisory focused firm which supports business owners across all their financial services needs including Business Improvement, Financial Advice, Bookkeeping, SMSF and Lending.
We foster a culture of professional growth and ongoing career progression. As a valued member of our team, you will be pushed to achieve both. We encourage continuous development and relevant training and education opportunities for all staff, at all stages of their professional lives. As a growing firm we value the input of all team members and encourage you to speak up, lean in and make a difference in our company.
A career with our firm is a career in a friendly and sociable work environment, within a professional and highly respected financial services business with several offices throughout Australia.
What you can expect:
Work from home
Provided work-from-home workstation equipment
Direct employment and not through an outsourcing company or freelancing arrangement
Mandatory government contributions (SSS, PAGIBIG & PhilHealth) will be paid accordingly
HMO with one dependent
30 days of paid leave credits
13 days of paid public holidays
Paid birthday off after completion of one year tenure
13th-month pay to be paid in advance on a pro-rated monthly basis
Rice, laundry, clothing and meal allowances per month
Hands-on exposure to a broad client base
Mentoring and financial support for your professional studies
A growing firm where you will develop and progress in your career
Weekly staff training
Competitive compensation package negotiable based on your previous work experience
