AU Senior Paraplanner
WFH | Full time | Day 1 HMO & Leave Credits
Job Description
Central Luzon (Remote) ₱70,000 – ₱90,000 per month
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
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Review advice request and hold confirmation call with your adviser
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Complete pre-SOA rsearch, data collection calls and data entry
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Complete WS and RR including alternatives. Complete Xtools+
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Meet with your adviser to present your modelling and strategy ideas
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Produce compliant Statement of Advice or Record of Advice
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Quality check your work for errors.
In your role, you will receive ongoing coaching, guidance and training with the opportunity to learn and develop your skills.
In our company, you will receive ongoing staff benefits. Our team is growing and you will be a valued member of a hardworking, fun team of people!
Must have skill set
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You are RG146 qualified
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You have 3+ years’ experience as an Australian financial services paraplanner
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You have 3+ years’ experience using Xplan software
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You are highly proficient in WS, RR and Xtools+
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You are comfortable communicating with your adviser verbally
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You have strong attention to detail and a positive attitude
Employer questions
Your application will include the following questions:
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Which of the following types of qualifications do you have
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What’s your expected monthly basic salary?
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How many years’ experience do you have as a Paraplanner?
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Have you worked in a role which requires a sound understanding of service-oriented architecture (SOA)?
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How would you rate your English language skills?
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Have you worked in a role which requires experience with financial analysis and modelling?
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How many years’ experience do you have as an Xplan Specialist?
Add Your Info Below