Senior Paraplanner

We are searching for an outstanding Senior Paraplanner from the Philippines in a 100% WFH role.

In this role you will be responsible for the following:

Your Responsibilities

• Review advice request and hold confirmation call with your adviser
• Complete pre-SOA rsearch, data collection calls and data entry
• Complete WS and RR including alternatives. Complete Xtools+
• Meet with your adviser to present your modelling and strategy ideas
• Produce compliant Statement of Advice or Record of Advice
• Quality check your work for errors.

To apply for this role you MUST possess ALL of the following attributes:

• You are RG146 qualified
• You have 3+ years' experience as an Australian financial services paraplanner
• You have 3+ years' experience using Xplan software
• You are highly proficient in WS, RR and Xtools+
• You are comfortable communicating with your adviser verbally