Paraplanner/Financial Planner(Australia) Must Have Experience

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TYPE OF WORK

Part Time

SALARY

Many5000

HOURS PER WEEK

TBD

DATE POSTED

Nov 02, 2023

JOB OVERVIEW

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.

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 Upgrade to see actual info
Only applications via email will be considered.

ABOUT THE EMPLOYER

Contact Person: May

Member since: August 26, 2018

Total Job Posts: 33

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