AU Senior Paraplanner (AU Financial, WFH)

Position Overview

• Location Type: Remote
• Job Type: [Employment Type - Not specified in original text]
• Salary: P55,000 - P85,000 (Monthly Package)
• Schedule: Monday – Friday (09:00 AM - 06:00 PM AEST)

Description: This role involves providing paraplanning support to financial advisors, including data entry, research, documentation, and ensuring compliance with regulatory requirements. The ideal candidate will have experience in financial planning and strong technical skills.

Requirements

• Experience: Minimum 2-3 years of Paraplanning or Financial Adviser compliance experience.
• Financial Advisor Experience: Proven experience working with financial advisors.
• Software Proficiency: Proficiency with all modules of XPLAN software.
• Industry Knowledge: Extensive and current knowledge of Australian Financial Services licensees and their advisors.
• Microsoft Office: Experience with all aspects of Microsoft Office.
• Communication Skills: Excellent verbal and written communication skills.
• Computer Literacy: Strong computer literacy and time management skills.
• Adaptability: Ability to work independently, meet deadlines, and adapt to changing conditions.
• Presentation Skills: Capable of presenting to both small and large groups.
• Education: Relevant tertiary qualifications are preferred.
• Industry Knowledge: Knowledge of the Australian Financial Services industry.
• Personal Attributes: Ability to maintain confidentiality, exhibit motivation, and engage effectively with a range of individuals.

Responsibilities

• Data Management: Fact find data entry and collation of client data.
• Research & Documentation: Research and documentation of wealth solutions including Super, Investment, Insurance, Portfolios, and complex cashflow modelling scenarios.
• Document Creation: Developing and constructing high-quality, compliant financial advice documents and relevant collateral for Authorised Representatives.
• Insurance Analysis: Ability to complete insurance needs analysis and Preassessments with Insurers and preparation of insurance quotes.
• Quality Assurance: Ensuring all created documents are accurate, technically sound, and personalized according to legislative requirements and guidelines.
• Document Oversight: Overseeing advice document requests and collaborating with Authorised Representatives to maintain appropriateness and quality.
• Relationship Management: Building and maintaining strong professional relationships with Authorised Representatives, representing the company with professionalism.
• Process Improvement: Supporting the development and enhancement of processes and procedures for Paraplanning functions.
• Industry Updates: Staying updated on industry rules, legislation, and obligations related to financial planning.
• Resource Sourcing: Sourcing and evaluating technical resources and information relevant to financial advice.
• Training & Development: Attending industry technical update sessions to remain current on best practices.
• Project Support: Participating in ad hoc projects that enhance team services and support company objectives.

Application Instructions

• [Further information would be needed to provide specific instructions]

Company Information

ConnectOS is certified as a Great Place to Work and is a top-rated Philippines employer of choice. Our client, a leading financial services company in New South Wales, specializes in [The original text ends abruptly here - further information is needed].

Benefits & Perks:

• Work from Home
• Medical, Dental Coverage and Life insurance from day 1 of employment
• Paid Vacation and Sick Leave (with Quarterly Sick Leave Conversion)
• Competitive salary package and annual appraisal
• Financial Assistance Program
• Mandatory Government Benefits and 13th Month Pay
• Regular Company Events