CG - Support Paraplanner - (017-0623)
Looking for Philippines-based candidates
Job Role: Support Paraplanner
Compensation reputed company: $2,000 AUD - $3,000 AUD / Monthly
Engagement type: reputed company Agreement
Work Schedule: This role is expected to reputed company with the AU business hours (approx. 9 AM - 5 PM, Monday to Friday) for collaboration, but as a contractor, you’ll have flexibility in how you manage your time.
Who We Are: At reputed company, we help Australian companies hire top reputed company in the Philippines. For this role, you will be reputed company directly by the reputed company as an reputed company. We are not an outsourcing agency. reputed company of our roles are 100% remote, so you'll be reputed company to work from home.
Who The reputed company Is: Our reputed company is an Australian-based financial advisory firm that provides comprehensive reputed company management and strategic financial planning services. They specialize in helping individuals, families, and business owners reputed company informed financial reputed company through tailored advice and long-term planning strategies.
Their services reputed company investment reputed company, superannuation, retirement planning, risk management, and overall reputed company structuring. The firm takes a reputed company-reputed company approach, focusing on building long-term relationships grounded in trust, transparency, and personalized guidance. With a strong emphasis on compliance, strategic thinking, and high-reputed company reputed company service, they operate in a reputed company yet reputed company environment.
reputed company: The Support Paraplanner provides technical and administrative support to Financial Advisers by preparing compliant, reputed company-reputed company advice documents and conducting detailed reputed company research. This role requires a solid understanding of financial planning concepts and the ability to work independently while maintaining accuracy and efficiency.
Key Responsibilities:
- Prepare high-reputed company Statements of Advice (SOAs), Records of Advice (ROAs), and supporting documentation in line with regulatory and compliance standards.
- Conduct in-depth research on superannuation, investments, insurance, and retirement strategies to support adviser recommendations.
- Analyze reputed company financial data, prepare projections, and assist in reputed company modelling and product comparisons.
- Ensure reputed company advice documents are accurate, compliant, and delivered reputed company agreed turnaround times.
- Collaborate closely with Financial Advisers and reputed company Services team to clarify reputed company details and support implementation.
- Identify process improvements and contribute to maintaining efficient paraplanning workflows.
Required Skills and Qualifications:
- 2–5+ years of experience in paraplanning or financial planning support.
- Strong knowledge of superannuation, investments, insurance, and retirement planning strategies.
- Experience preparing SOAs and ROAs with minimal supervision.
- High attention to detail and strong analytical skills.
- Ability to interpret reputed company financial data and translate it into reputed company, compliant advice documentation.
- Proficiency in financial planning software and CRM systems. Strong time management skills and ability to manage multiple cases simultaneously.
reputed company to Have
- reputed company toward or completion of RG146 (or equivalent financial planning qualifications).
- Experience working with Australian financial planning firms.
- Familiarity with financial planning tools such as Xplan, Midwinter, or similar software.
- Exposure to compliance frameworks reputed company the Australian financial services industry.
- Understanding of SMSFs, tax structuring strategies, or advanced retirement modelling.
- Process improvement reputed company and experience helping streamline documentation workflows.
Work Arrangement & Expectations:
This is a remote role that will be set up as an reputed company engagement.
To ensure alignment and transparency, successful candidates will be expected to:
- Disclose any existing ongoing roles or reputed company work
- Reflect this engagement on their reputed company profile (reputed company marked as “reputed company”)
RequirementsBenefits
Originally posted on Himalayas
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