Join an Australian privately owned financial planning business, providing advice for 30 years in:
Superannuation
Investment
Insurance
Estate Planning
Accounting and Taxation
Finance
We are a dynamic and growing organization and require motivated team members to achieve our goals.
Responsibilities:
Establish and lead a team of Paraplanners.
Mentor and train junior Paraplanning staff
Prepare Statement of Advice (SoA) documents.
The advice areas that can be addressed in an SoA include: Superannuation, Insurance, Retirement Planning, Cash Flow, Investments, Social Security, Estate Planning, Borrowing to Invest (Gearing).
Prepare Records of Advice (RoA) documents from information collected during annual review meetings.
Check completed advice documents by other Paraplanners to ensure they meet compliance and business standards.
Research financial and insurance products.
Assist advisers to develop strategies to ensure clients goals are achieved.
Research financial and insurance products.
Contact product providers to obtain client specific information
Perform modeling and comparisons for product and advice strategies.
Continuous update of processes, regulations, and standards.
Competencies:
At least 3 to 5 years of Paraplanning experience.
Must have an experience in writing Statement of Advice (SoA) and Record of Advice (RoA) documents.
XPLAN experience required including CALM Modelling, and Wealth Solver.
With Paraplanning diploma or RG146 qualified.
Business proficiency in English - both spoken and written.
High attention to detail
Ability to manage competing demands and prioritize tasks to meet deadlines.
Temporary hybrid work set-up.
Onsite by September 2022.
Applicants must be willing to work in Sheridan, Mandaluyong City.
Full-Time role.
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ZigZag Careers
Superannuation
Investment
Insurance
Estate Planning
Accounting and Taxation
Finance
We are a dynamic and growing organization and require motivated team members to achieve our goals.
Responsibilities:
Establish and lead a team of Paraplanners.
Mentor and train junior Paraplanning staff
Prepare Statement of Advice (SoA) documents.
The advice areas that can be addressed in an SoA include: Superannuation, Insurance, Retirement Planning, Cash Flow, Investments, Social Security, Estate Planning, Borrowing to Invest (Gearing).
Prepare Records of Advice (RoA) documents from information collected during annual review meetings.
Check completed advice documents by other Paraplanners to ensure they meet compliance and business standards.
Research financial and insurance products.
Assist advisers to develop strategies to ensure clients goals are achieved.
Research financial and insurance products.
Contact product providers to obtain client specific information
Perform modeling and comparisons for product and advice strategies.
Continuous update of processes, regulations, and standards.
Competencies:
At least 3 to 5 years of Paraplanning experience.
Must have an experience in writing Statement of Advice (SoA) and Record of Advice (RoA) documents.
XPLAN experience required including CALM Modelling, and Wealth Solver.
With Paraplanning diploma or RG146 qualified.
Business proficiency in English - both spoken and written.
High attention to detail
Ability to manage competing demands and prioritize tasks to meet deadlines.
Temporary hybrid work set-up.
Onsite by September 2022.
Applicants must be willing to work in Sheridan, Mandaluyong City.
Full-Time role.
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ZigZag Careers
Other Info
Ortigas Center, Pasig City
Permanent
Full-time
Permanent
Full-time
Submit profile
ZigZag Careers
About the company
Position senior para planner recruited by the company ZigZag Careers at Pasig, Joboko automatically collects the salary of , finds more jobs on Senior Paraplanner or ZigZag Careers company in the links above