Paraplanner
Mploy OS, Inc.
Posted
last month
Philippines
Remote
AUD 4K
Mid Level
Part Time
Sema Summary
Mploy OS, Inc. is seeking a part-time Paraplanner to support Australian financial advisers. The role involves creating compliant Statements of Advice and conducting financial research.
About Company
Mploy OS, Inc. is a fast-growing offshoring and outsourcing company that helps Australian and other global businesses build exceptional remote teams in the Philippines.
Core Requirements
- Minimum 3 years of paraplanning experience
- Strong knowledge of Australian financial products
- Hands-on experience using Xplan software
- RG146 certification or financial planning background
- High attention to detail and time management skills
Responsibilities
- Prepare compliant Statements of Advice and Records of Advice.
- Conduct product and investment research based on client goals.
- Model superannuation and retirement scenarios.
- Liaise with advisers to clarify strategies.
- Update and maintain client records using CRM software.
- Stay current with ASIC regulations.
- Prepare strategy documentation for financial advisers.
Benifits
- Flexible schedule
- Government-mandated contributions
- Pro-rated 13th month pay
- Non-taxable allowances
- Company-provided equipment
Must Have skills
Job Keywords
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