Paraplanner

1 week ago

Manila, National Capital Region, Philippines EMAPTA Full time ₱60,000 - ₱80,000 per year

Job Description

As an AU Paraplanner, you'll craft accurate, compliant, and personalized financial advice documents, working closely with Authorised Representatives to uphold technical excellence, regulatory standards, and client-focused strategies.

The Qualifications We Seek

  • 3+ years prior experience in Australian Paraplanning or Financial Adviser compliance is preferred
  • Prior experience in dealing with financial advisers
  • Experience in using all modules of Xplan software
  • Extensive and up-to-date knowledge of Australian Financial Services licensees and their advisers
  • Experience with all aspects of Microsoft Office as well as other relevant software applications

Your Daily Tasks

  • Develop and construct quality, compliant advice documents and related collateral for CFP's Authorised Representatives
  • Ensure accuracy, technical soundness, personalisation, and compliance with legislation and CFP guidelines
  • Review advice document requests and collaborate with Authorised Representatives to ensure appropriateness and quality
  • Maintain professional standards and represent Capstone Financial Planning with competence in all interactions
  • Assist Authorised Representatives in optimising the use of Paraplanning services
  • Assist in developing and improving Paraplanning processes and procedures
  • Participate in team projects aimed at enhancing internal services

Technical Expertise

  • Maintain current knowledge of financial planning legislation, industry obligations, and advice strategies
  • Source and evaluate technical resources and information
  • Attend technical update sessions relevant to the industry

Adviser Training

  • Assist in compiling and preparing adviser training materials and reports
  • Facilitate workshops and deliver training presentations

Ad Hoc Projects

  • Participate in and contribute to the completion of assigned projects

Job Type: Full-time

Work Location: In person

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