Senior Paraplanner

2 weeks ago

Cebu City, Central Visayas, Philippines 2e141cbb-dfea-4ebe-a3b1-912ad76cb390 Full time ₱40,000 - ₱80,000 per year

The search is on for a rockstar Compliance Office / Senior Paraplanner from the Philippines in a 100% WFH role.

Yes this is 1 role with lots of variety Our Client is a boutique Licensee assisting Australian Financial Planners with their compliance requirements. In this role, you will be responsible for the following:

80% Compliance Officer

Tasks:

  • Participate in compliance monitoring programs
  • Deliver targeted assurance reviews for advisers and their practices
  • Report preparation
  • Maintain compliance registers, policies and proceedures

20% Paraplanning

Tasks

  • Up to 5 SOA or ROAs per month via Xplan modules (Client Focus, IPS, Wealth Solver, Risk Researcher and Xtools+).
  • Quality check your work for errors.

To apply for this role you MUST possess ALL of the following attributes:

  • You are RG146 Qualified
  • You are comfortable communicating verbally, strong attention to detail and a positive attitude
  • You have at least 4 years' experience as a paraplanner using Xplan software
  • You have a strong understanding of AFSL obligations and the AFSL environment.

In your role, you will receive ongoing coaching, guidance and training with the opportunity to learn and develop your skills.

In our company, you will receive ongoing staff benefits. Our team is growing and you will be a valued member of a hardworking, fun team of people

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