Deskripsi Pekerjaan
Join a dynamic team at Trypod Philippines Corporation, supporting one of Australia's leading private wealth advisory businesses. This is an exciting opportunity for a detail-oriented Paraplanner to play a pivotal role in the financial planning process. You will assist financial advisers in preparing comprehensive financial plans, investment strategies, and retirement advice tailored to the Australian market. This position offers a chance to work in a high-growth environment, gaining exposure to complex financial products and regulatory frameworks while helping clients achieve their long-term financial goals.
We are seeking a proactive professional who excels in client service and compliance. Your work will directly impact the quality of advice delivered to clients, ensuring accuracy and adherence to strict industry standards. You will be responsible for the end-to-end preparation of documentation, ensuring that every detail is accounted for to support the Financial Adviser in meeting their obligations to clients.
By joining our team, you will benefit from a supportive work culture, continuous professional development opportunities, and the chance to work with cutting-edge financial tools. If you are looking to advance your career in the financial services sector with a globally recognized employer, we encourage you to apply.
Tanggung Jawab
- Prepare comprehensive Statements of Advice (SOAs) and financial plans in strict accordance with ASIC regulations and internal protocols.
- Assist Financial Advisers in developing investment strategies, superannuation advice, and retirement roadmaps for clients.
- Conduct thorough fact-finding interviews to gather client financial data, goals, and risk profiles.
- Analyze investment portfolios and insurance products to ensure alignment with client objectives and regulatory standards.
- Maintain accurate and up-to-date client records, including tax files and planning documents.
- Ensure full compliance with RG146 requirements and internal compliance policies.
- Communicate complex financial concepts clearly in written reports and client correspondence.
Kualifikasi
- Minimum of 2-3 years of experience as a Paraplanner or Financial Administrator within the Australian financial services sector.
- Strong understanding of Australian financial planning regulations, including RG146 compliance and best practice standards.
- Proficiency in financial planning software (e.g., Moneysoft, Optimal) and advanced Microsoft Excel skills.
- Excellent written and verbal communication skills, with a focus on clarity and client engagement.
- Ability to work autonomously and manage multiple deadlines in a fast-paced environment.
- Bachelor’s degree in Finance, Accounting, or Economics is preferred.
- Willingness to undergo relevant regulatory training as required.