Senior Paraplanner

Profitmaster BPO has an excellent opportunity for you!

Role: Senior Paraplanner

Compensation: Competitive Basic Salary

Bonus: 5,000 Perfect Attendance & Performance Bonus

Benefits: HMO plus 1 Free Dependent, Free Lunch, Free Shuttle

Work Schedule: 5-day work week, 6:30 a.m. to 3:30 p.m. Philippine Time

Work Setup: Work onsite

Summary

As a Senior Paraplanner you will support Australian financial advisers by preparing compliant Statements of Advice (SOAs) and Records of Advice (ROAs) based on adviser recommendations. You will conduct in-depth research to identify suitable financial products and develop tailored strategies for superannuation, insurance, investments, and retirement planning.

Responsibilities:

• Develop and draft Statements of Advice (SOAs) and Records of Advice (ROAs) based on adviser recommendations.
• Ensure all advice complies with Australian financial regulations (e.g., ASIC guidelines).
• Conduct research to identify appropriate financial products and solutions for clients.
• Assist in developing tailored financial strategies to meet clients' goals.
• Provide recommendations for superannuation, insurance, investments, and retirement planning.
• Maintain client correspondence templates
• Maintain compliance with regulatory requirements and industry standards.
• Perform quality checks on documentation to ensure accuracy and compliance.
• Maintain credit correspondence documents
• Update and maintain client files in CRM systems (e.g., Xplan, AdviserLogic, or similar platforms).
• Liaise with product providers for policy information, fund performance, and other client-specific data
• Work closely with Australian financial advisers and the broader advice team to meet deadlines.
• Participate in virtual meetings and provide progress updates on tasks.
• Willingness to work autonomously but as part of a team based in Australia.

Required Experience:

• Experience: Minimum 3-5 years of paraplanning experience, preferably within an Australian financial planning context.
• Technical Knowledge: In-depth understanding of financial planning processes, including superannuation, investments, personal insurance, and retirement planning.
• Regulatory Knowledge: Familiarity with Australian financial services regulations, including ASIC and FOFA requirements.
• Systems: Proficiency in financial planning software (e.g., Xplan, AdviserLogic) and Microsoft Office Suite.
• Education: Relevant qualifications in financial planning, accounting, or a related field (e.g., Diploma of Financial Planning or equivalent).
• Must be RG146 compliant
• Attention to Detail: Strong analytical and problem-solving skills with a focus on accuracy and compliance.
• Reliable and able to meet deadlines
• Able to follow business processes and procedures and the financial advice standards prescribed by the licensee of the business
• Communication: Excellent written and verbal English skills to effectively collaborate with onshore teams.
• Training Participate in external and internal training as required
• Leadership Provide training, mentoring and support to other team members for paraplanning to achieve efficiencies with workflow
• Promote referrals of new clients
• Other duties as required