Support Paraplanner
New
H
Hunt StFinancial Advisory
Philippines, AU business hours (approx. 9 AM - 5 PM, Monday to Friday)ContractMiddle
Salary2,000 - 3,000 AUD per month
Apply NowOpens the employer's application page
Job Details
- Experience
- 2–5+ years of experience in paraplanning or financial planning support.
- Required Skills
- CRMFinancial analysis
Requirements
- 2–5+ years of experience in paraplanning or financial planning support.
- Strong knowledge of superannuation, investments, insurance, and retirement planning strategies.
- Experience preparing SOAs and ROAs with minimal supervision.
- High attention to detail and strong analytical skills.
- Ability to interpret complex financial data and translate it into clear, compliant advice documentation.
- Proficiency in financial planning software and CRM systems.
- Strong time management skills and ability to manage multiple cases simultaneously.
Responsibilities
- Prepare high-quality Statements of Advice (SOAs), Records of Advice (ROAs), and supporting documentation in line with regulatory and compliance standards.
- Conduct in-depth research on superannuation, investments, insurance, and retirement strategies to support adviser recommendations.
- Analyze client financial data, prepare projections, and assist in strategy modelling and product comparisons.
- Ensure all advice documents are accurate, compliant, and delivered within agreed turnaround times.
- Collaborate closely with Financial Advisers and Client Services team to clarify strategy details and support implementation.
- Identify process improvements and contribute to maintaining efficient paraplanning workflows.
View Full Description & ApplyYou'll be redirected to the employer's site
