Medical Transcriptionist, Home Based jobs in POEA

Experienced in preparing SOAs and ROAs?

Skilled in Xplan and Australian financial planning strategies?

Ready to take your paraplanning career further?

Grow your expertise with every strategy.

About the role

As an Australian Paraplanner, you will support our Australian Financial Planning clients and their businesses directly. Our clients are seeking the next set of superstars to train and grow alongside their businesses. Work alongside their existing senior team members at VAP! Guidance, training, and team support are provided to the new team members.

Ideal Candidate (Must-Have Requirements)

• Solid experience as a Paraplanner supporting an Australian Financial Planning Firm
• Proficiency with Xplan and/or Adviser Logic (Financial Planning Tools)
• Experienced in Financial Planning Modeling creation
• Handled preparation and implementation of Statements of Advice (SoA)
• Experience in Investment and/or Insurance Implementation
• Prior experience with Records of Advice (RoA)
• Able to liaise between advisors, insurance companies, clients, and other parties involved.
• Employee work set-up will be dependent on the client’s discretion

Tasks and Responsibilities

• Providing quotes for either Risk and/or Financial Planning SoA alongside conducting product cost comparisons for Superannuation, Pension, and Investments, ensuring comprehensive financial analysis
• Ensuring the advice provided aligns with ASFL compliance parameters while preparing meticulously for Records of Advice (ROA) to meet regulatory standards
• Generating new business income from risk insurance and superannuation advice this financial year, coupled with implementing advice for clients' financial plans
• Completing fact-finding documents while managing all necessary client work papers and information, ensuring thorough documentation
• Updating client paper and electronic files to maintain compliance, concurrently managing and reviewing client data in the CRM for accuracy
• Liaising effectively with fund managers, administrators, and life companies to oversee client affairs, coordinating diverse research efforts to support financial planning recommendations

Industry-leading benefits

• HMO w/ Dental Coverage + Dependents
• 2-week paid Holiday Break. Enjoy the season without worrying about your work.
• Fixed weekends off (Saturday and Sunday). Take control of your weekends, relax with loved ones, or indulge in your passions.
• Take advantage of working the day shift schedule! Wake up to the sunrise and wind down as the sun sets.

We have a virtual recruitment process. What you need

• Strong and Stable Internet Connection for uninterrupted video interviews
• Laptop or PC with Webcam for online assessments and interviews

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About VAP

VAP is a leading, fast-growing offshore staffing solution for Australian and New Zealand small and medium businesses. We recruit and manage virtual assistants (VAs) to empower business owners to achieve their goals. At the same time, we create meaningful opportunities for our staff in the Philippines to lead better lives.

We pride ourselves on having a supportive and collaborative team. We value energy, candid communication, and a high-performance work environment. We are looking for someone who fits well into this culture and can contribute positively to our team's dynamic.

Other Career Opportunities

• General Admin VAs
• Digital Marketing Specialists
• AU Accountants/Bookkeepers
• Financial Planning VAs
• Mortgage Broking VAs
• Mortgage Parabrokers (anywhere in the PH)
• Paraplanners
• Executive Assistants
• Team Manager - Client Facing

Benefits:

• Company events
• Health insurance
• Work from home

Work Location: Remote