FINANCIAL PLANNING VA ( WITH AUSTRALIAN EXPERIENCE)

Looking for an awesome superhero to take on a mission as an Paraplanner/Financial Planning VA for our Australian client.

Your existing superpowers need to be:

- Understand and Must Have Experience in Financial Planning in Australia!

QUALIFICATIONS:

- You have to be a quick learner and adopt to existing systems that are in operation
- Experience in using Xplan online software
- right attitude that is willing to go above and beyond, work hard, and to be part of something super cool!

Paraplanning:

- The entry of data into Xplan (which is the main financial planning software used in Australia).
- Undertaking research on Life Insurance and Superannuation/Investments (within Xplan) as part of the strategy development.
- VA will not need to develop the actual strategy, because our client will do this, but a sound knowledge of Australian financial planning, tax, super etc concepts is required.
- Preparing Statement of Advice documents AND ROA using the 'wizards' within Xplan.
- Preparing cashflow modelling of the strategies using Xtools+ (which is a module within Xplan).
- Understanding the legal requirements of the document to ensure the output is compliant.




You will have to have the following setup
- dedicated working space
- Comfortable working environment
- Stable Internet connection
- Backup Internet connection
- Two computer screens
- Windows 10 operating system
- Latest Internet Browsers and Windows Updates Installed


This position is full time.
Training provided on existing system

Job location is Brisbane, Australia (only 2 hours behind Philippines time zone)


Apply within and if you are lucky you will be part of a dynamic and creative team in a fun environment!

Send us a voice message and CV as to why you think you would be suitable for the role at ----------
Only applications via email will be considered.