Australian Paraplanner

Experienced in preparing SOAs and ROAs? Skilled in Xplan and Australian financial planning strategies? Ready to take your paraplanning career further? ## Grow your expertise with every strategy. ##

About the Role
We're looking for an experienced Australian Paraplanner to support Financial Advisers in delivering high-quality, compliant financial advice. You'll prepare Statements of Advice (SOAs), Records of Advice (ROAs), conduct research, model financial strategies, compare products, and assist with advice implementation across a broad range of wealth management solutions. This role is ideal for someone who enjoys technical work, takes ownership of their files, and thrives in a collaborative Australian financial planning environment. ## Ideal Candidate (Must Have Requirements)
- Solid experience as an Australian Paraplanner within an Australian financial planning practice.
- Strong experience preparing compliant Statements of Advice (SOAs) and Records of Advice (ROAs).
- Hands-on experience using Xplan, including Xtools or similar financial planning software.
- Experience using Risk Researcher, WealthSolver, or similar research and modelling platforms.
- Experience preparing insurance quotes, product comparisons, and financial modelling.
- Strong understanding of Australian financial planning strategies, including investments, personal insurance, superannuation, pension establishment, super rollovers, SMSFs, Centrelink, and debt recycling.
- Experience conducting financial product, legislative, and strategy research to support adviser recommendations.
- Strong understanding of the Australian financial planning advice process and compliance requirements.
- Excellent analytical, written communication, and problem-solving skills.
- High attention to detail with the ability to manage multiple advice files and deadlines.
- Proficient in Microsoft Office applications, particularly Word, Excel, and Outlook.
- Paraplanners without gearing experience are encouraged to apply, provided they have strong advice implementation experience.
- With a conducive workspace at home for WFH applicants ## Tasks and Responsibilities
- Prepare high-quality Statements of Advice (SOAs), Records of Advice (ROAs), and supporting advice documentation.
- Conduct financial strategy, product, and legislative research to support adviser recommendations.
- Prepare insurance quotes, product comparisons, and financial modelling using Xtools, Risk Researcher, WealthSolver, or similar platforms.
- Develop advice strategies relating to investments, insurance, superannuation, pensions, SMSFs, Centrelink, debt recycling, gearing, and super rollovers where applicable.
- Support the implementation of approved financial advice by preparing documentation and coordinating with product providers and platforms.
- Liaise with Financial Advisers, implementation teams, and external providers to ensure timely completion of advice and implementation activities.
- Review client information to ensure advice documentation is accurate, complete, and compliant before submission.
- Maintain accurate client records and workflows within Xplan.
- Monitor outstanding implementation requirements and proactively follow up to completion.
- Stay up to date with Australian financial planning legislation, compliance requirements, and industry developments.
- Contribute to continuous improvement initiatives that enhance advice quality, efficiency, and client outcomes. ## 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 VAP 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
- Digital Marketing Specialists
- AU Accountants/Bookkeepers
- Financial Planning VAs
- Mortgage Broking VAs
- Mortgage Parabrokers (anywhere in the PH)
- Paraplanners
- Executive Assistants
- Team Manager
- Client Facing