Paraplanner

Job not on LinkedIn

🕒 October 22

🇵🇭 Philippines – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

✨ Paraplanner

👻 Ghost score 21%

What it means: the chance that no one is really hiring for this job.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Access Offshoring

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🎯 Recruiter

B2B • Recruitment

Access Offshoring is a company that provides offshoring and remote staffing services to other businesses. Based on the company name and available website fragments, it appears to help firms source, onboard, and manage offshore talent (e. g. , remote employees or contractors) to support business operations. The company primarily operates as a service provider to other businesses rather than to consumers.

📋 Description

• Prepare comprehensive Statements of Advice (SOAs) covering multiple strategies • Use Xplan wizards to prepare SOAs and Records of Advice (ROAs) • Use Xplan modelling tools, including cash flow modelling, to support financial planning recommendations • Conduct investment and insurance research using Xtools Risk Researcher, Morningstar and Productrex • Obtain and compare insurance premium quotations across various insurance products • Apply knowledge of Australian taxation, insurance and superannuation, including trusts and companies, when preparing advice documents • Work with the compliance team to review, refine and finalise plans to the required compliance standard • Organise competing priorities, manage advice preparation tasks independently and deliver work within agreed deadlines

🎯 Requirements

• At least 3 years of experience in a similar paraplanning role, preparing comprehensive multi-strategy SOAs • Good understanding of Australian taxation, insurance and superannuation systems, including trusts and companies • Experience with Xplan modelling, including cash flow, and Xplan wizards for SOAs and ROAs • Experience using Xtools Risk Researcher and Morningstar • Experience quoting insurance premiums for various products and using product comparison tools such as Productrex • Familiarity with AI tools such as Paradino • Strong organisational skills, independence and ability to meet deadlines • Ability to liaise with compliance and finalise advice documents to required standards

🏖️ Benefits

• Australian clients and Australian hours (giving you great experience and an early finish!) • Work from Home Allowance • HMO for you AND a dependent • 20 Days Annual Leave and 5 Days Sick Leave • Government Statutory Benefits • 13th Month Pay • Computer Equipment • Opportunities for growth • Competitive salary

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