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 AustralianParaplanner, 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.

Other Career Opportunities

General Admin VAs
Digital Marketing Specialists
AU Accountants/Bookkeepers
Financial Planning VAs
Mortgage Broking VAs
Mortgage Parabrokers (anywhere in the PH)
Paraplanners
Executive Assistants
Team Manager - Client Facing

Australian Paraplanner