Job Description

This is a remote position. Position purpose
An amazing opportunity to work with a leading dynamic Australian company for a talented and innovative experienced Paraplanner. You will have a minimum of 4 years of experience in Australian Paraplanning/Financial Planning specifically across accumulation side (super/investments/insurance/retirement) along with demonstrated experience working with an Australian Client.


Important Criteria:

• Must be proactive and creative.
  
• Must comprehend the task, assume responsibility for the task, and then complete the entire task without stopping until it is finished.
  
• Must have exceptional attention to detail skill.
  
• Must have a thorough understanding of the Insurance Process.
  
• Must have a thorough understanding of the SMSF application and lodgement processes
  
• Able to work independently and make decisions.
  
• Outstanding communication with customers and other business associates.

Paraplanning and Administration:

• Preparing detailed and accurate Statements of Advice
  
• Financial modelling illustrations using AdviceOS & Aged Care Steps
  
• Research products & prepare comparisons with AdviceOS
  
• Enter information collected from clients into CRM
  
• Prepare SOA’s and ROAs for clients on behalf of advisers.
  
• To implement financial plans on behalf of financial planners.
  
• Assist in the development and implementation of servicing policies and procedures and maintenance of ongoing client service.
  
• Preparing complex full cash flow illustrations using AdviceOS
  
• Must have a complete understanding of the Australian financial planning legislation and compliance rules and regulations
  
• Manage a and book client appointments on behalf of Adviser
  
• Manage client appointments calendar
  
• Assist Financial Planner with the administrative duties related to their clients and ongoing business management
  
• Creating Quotation and Lodging application
  
• Follow up with the clients and insurance providers (underwriters) till application get approved / declined
  
• Assisting Advisor in completing the business from beginning to end
  
• Contact the accountant, etc. Calling the client's current supers and gathering information. Understand the concept of overall superannuation fund.
  
• Entering client information into the advisor's Client Relationship Management program (Platform Plus)
  
• Undertaking super, investment and insurance product comparison reports using the financial planning software and product providers website/specific software
  
• Filling out superannuation, investment, insurance application forms (paper-based or online). Client interaction through email and phone
  
• Portfolio and CRM Management, Financial Strategies and Client Coordination
  
• Monitoring and updating the workflow software program
  
• Creating Fee Disclosure Statements, Ongoing Service Agreements, Initial Client Engagement Letter, Fee Consent Forms, and more
  
• Data entry and filing of Files to Adviser CRM
  
• Tracking the progress of superannuation/pension, insurance, and investment applications and other documents to complete
  
• Establishing Data Feeds
  
• Keeping track of Platform Plus tasks, FDS Dates, Renewal Dates, Ad hoc administration duties as they arise

Requirements

• At least 4 years of experience in Australian Paraplanning/Financial Planning
  
• Experience in PlatformPlus, Aged Care Steps, AdviceOS/Midwinter software, Statement of Advice, Records of Advice, and Strategy Documents
  
• Prior experience with superannuation/pension, insurance, and investment applications, generating client reports
  
• Must be able to complete detailed cash flow illustrations, super/pension/investment comparisons, and insurance comparison report
  
• Strong English communication skills both verbal and written
  
• Excellent time management skills and can multitask and articulate what work has been completed and what still needs to be completed
  
• Professional nature and understanding of privacy laws and confidentiality
  
• Problem solver and able to understand what needs to be done and how to do it quickly
  
• Ideally familiar with time management and remote desktop software

Benefits

Benefits:

1. Monthly Salary: Php 50,000
2. Salary will be paid on a bi-monthly basis on the 1st and 16th of each month
3. You will be paid extra for overtime and Philippines public holidays
4. Probation: 6 months and after Probation

• 10 days annual leave credits
  
• 5 days sick leave
  
• 13th Month Pay

5. Laptop provided after 30 days
6. Permanent work from home role. You will have to use your own internet.
7. Shift times: 7 AM – 4 PM Philippine time, Monday to Friday

At least 4 years of experience in Australian Paraplanning/Financial Planning Experience in PlatformPlus, Aged Care Steps, AdviceOS/Midwinter software, Statement of Advice, Records of Advice, and Strategy Documents Prior experience with superannuation/pension, insurance, and investment applications, generating client reports Must be able to complete detailed cash flow illustrations, super/pension/investment comparisons, and insurance comparison report Strong English communication skills both verbal and written Excellent time management skills and can multitask and articulate what work has been completed and what still needs to be completed Professional nature and understanding of privacy laws and confidentiality Problem solver and able to understand what needs to be done and how to do it quickly Ideally familiar with time management and remote desktop software