Australian Paraplanners (XPlan/AdviserLogic - Onsite) w/ 30k SignOn Bonus
Do you have experience supporting an Australian Financial Planning company as a Paraplanner?
Are you proficient in Xplan or AdviserLogic?
Are you confident in preparing compliant Statements of Advice (SoAs)?
If your answer is “YES,” we want you to be part of our financial planning team.
About the Role
As a Paraplanner, you'll play a crucial role in our advisory process. You'll support our financial planners by conducting in-depth research, preparing accurate reports, and ensuring our financial strategies are implemented smoothly and in full compliance.This role is ideal for someone who enjoys working through the details, thrives in a collaborative environment, and is passionate about helping clients reach their financial goals.
Ideal Candidate (Must Have Requirements)- At least 2 years of experience as a Paraplanner supporting an Australian Financial Planning firm
- Proficiency in Xplan and/or AdviserLogic
- Skilled in building and interpreting Financial Planning Models
- Proven experience preparing and implementing SoAs and RoAs
- Knowledge of investment and/or insurance implementation processes
- Strong communication skills and the ability to liaise with advisors, clients, insurance companies, and other stakeholders
- Work setup will be on-site in our IT Park, Cebu City office.
- Prepare quotes for Risk and Financial Planning Statements of Advice (SoAs)
- Conduct thorough product cost comparisons across Superannuation, Pensions, and Investments
- Ensure all advice complies with AFSL standards through well-prepared Records of Advice (RoAs)
- Contribute to new business generation through risk insurance and superannuation advice
- Support the smooth implementation of financial plans
- Complete and manage fact-finding documents, client records, and detailed workpapers
- Maintain accurate client data in both paper and electronic formats
- Coordinate with fund managers, administrators, and life companies to ensure all recommendations are based on accurate and timely information
- HMO w/ Dental Coverage + Dependents
- 2-week paid Christmas 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.
- Stable Internet Connection (at least 10 Mbps)
- Laptop or PC w/ Webcam
About VA Platinum:
VA Platinum 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 Cebu-Based Career Opportunities:
- Financial Planning Virtual Assistants (VAs)
- Mortgage Broking VAs
- Virtual Assistants
- Executive Assistants
- Digital Marketing Specialists
- Team Leaders
- Digital Marketing Specialists
- Mortgage Parabrokers (anywhere in the PH)