Paraplanner (AO-14248)

Category: Finance (Brokers)

Location:

ABOUT ACCESS OFFSHORING:

We specialise in providing Australian businesses with experience and qualified professionals based in the Philippines. Not only does our team of recruiters have extensive experience in sourcing and recruiting offshore talent, we also help Australian businesses implement best practice when it comes to building an offshore team.

ABOUT THE CLIENT:

Specialist financial planning and wealth advisory firm focused on helping medical professionals, including doctors and dentists, achieve financial clarity and long-term financial confidence through tailored advice and planning.

JOB SUMMARY:

The Paraplanner is responsible for preparing comprehensive Statements of Advice (SOAs) covering multiple financial planning strategies, and supporting the preparation of Records of Advice (ROAs). The role requires strong technical knowledge of Australian financial planning, proficient use of research and modelling tools, and collaboration with compliance to deliver accurate, high-quality advice documents.

The ideal candidate has at least three years of experience in a similar paraplanning role, works independently, is highly organised and consistently meets deadlines.

KEY RESPONSIBILITIES:

• Advice Preparation: Prepare comprehensive Statements of Advice (SOAs) covering multiple strategies and use Xplan wizards to prepare SOAs and Records of Advice (ROAs).
  
• Financial Modelling: Use Xplan modelling tools, including cash flow modelling, to support financial planning recommendations.
  
• Research and Comparisons: Conduct investment and insurance research using Xtools Risk Researcher, Morningstar and product comparison tools such as Productrex.
  
• Insurance Quoting: Obtain and compare insurance premium quotations across various insurance products to support advice recommendations.
  
• Technical Application: Apply knowledge of Australian taxation, insurance and superannuation, including structures such as trusts and companies, when preparing advice documents.
  
• Compliance Liaison: Work with the compliance team to review, refine and finalise plans to the required compliance standard.
  
• Workflow Management: Organise competing priorities, manage advice preparation tasks independently and deliver work within agreed deadlines.
  

Requirements

• At least 3 years of experience in a similar paraplanning role, preparing comprehensive multi-strategy SOAs.
  
• Good understanding of Australian taxation, insurance and superannuation systems, including trusts and companies.
  
• Experience with Xplan modelling, including cash flow, and Xplan wizards for SOAs and ROAs.
  
• Experience using Xtools Risk Researcher and Morningstar.
  
• Experience quoting insurance premiums for various products and using product comparison tools such as Productrex.
  
• Familiarity with AI tools such as Paradino.
  
• Strong organisational skills, independence and ability to meet deadlines.
  
• Ability to liaise with compliance and finalise advice documents to required standards.
  

Benefits

Here at Access Offshoring, we believe in more than finding our clients the right candidate. We believe in the human perspective. We believe in our candidates and their dreams. We believe in finding the right role for you. We are committed to working for you as much as we work for our clients.

Access Offshoring is dedicated to saving business owners 2,000,000 hours by 2031 and we need your help. Transforming the way businesses operate, we connect great businesses with amazing offshore talent.

We recognise that we often get more done in our own designed workspace, so Access Offshoring offers a complete work from home model. Yep – that’s right, 100% work from home. But wait there’s more.

Here are just some of our benefits:

• Australian clients and Australian hours (giving you great experience and an early finish!)
  
• Work from Home Allowance
  
• HMO for you AND a dependent
  
• 20 Days Annual Leave and 5 Days Sick L​eave
  
• Government Statutory Benefits
  
• 13th Month Pay
  
• Computer Equipment
  
• Opportunities for growth
  
• And of course, a competitive salary
  

Details

Originally posted on Himalayas