Australian Paraplanner

Do you have experience as a Paraplanner supporting an Australian Financial Planning company?

Are you proficient in either XPlan or AdviserLogic?

Are you proficient in preparing compliant Statements of Advice (SoAs)?

Be The Heart of our Financial Planning Team!

MULTIPLE OPEN ROLES HERE!

About the Role

As an Australian Paraplanner , you will focus on comprehensive research, report preparation, and direct collaboration with financial advisors. If you have a keen eye for detail, a passion for financial analysis, and the desire to contribute to our clients' financial well-being, this is the role for you.

Ideal Candidate (Must Have Requirements)

• Experienced as an Australian Paraplanner supporting an Australian Financial Planning Firm
• Proficiency in either XPlan or AdviserLogic is sufficient for this role
• Experienced in Financial Planning Modelling creation
• Handled the preparation and implementation of Statements of Advice (SoA)
• Experience in Investment and/or Insurance Implementation
• Prior experience with Records of Advice (RoA)
• Able to liaise between advisors, insurance companies, clients, and other parties involved.

Tasks and Responsibilities

• Providing quotes for either Risk and/or Financial Planning SoA alongside conducting product cost comparisons for Superannuation, Pension, and Investments, ensuring comprehensive financial analysis.
• Ensuring the advice provided aligns with ASFL compliance parameters while preparing meticulously for Records of Advice (ROA) to meet regulatory standards.
• Working knowledge of Australian Financial Planning regulatory requirements is required
• Generating new business income from risk insurance and superannuation advice this financial year, coupled with implementing advice for clients' financial plans.
• Completing fact-finding documents while managing all necessary client work papers and information, ensuring thorough documentation.
• Updating client paper and electronic files to maintain compliance, concurrently managing and reviewing client data in the CRM for accuracy.
• Liaising effectively with fund managers, administrators, and life companies to oversee client affairs, coordinating diverse research efforts to support financial planning recommendations.

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 dayshift 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

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About VAP

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.

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