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About the role
Prepare high-quality Statements of Advice (SOAs), Records of Advice (ROAs) and associated advice documentation. Translate adviser strategies into clear, accurate and compliant advice documents. Found on 1752vc Careers, the job board for startup and VC roles.
What they're looking for
- Strong understanding of Australian advice processes, compliance obligations and financial products
- Financial planning qualifications and/or RG146 are highly regarded
- Proactive, solutions-focused and comfortable working autonomously within a team structure
- Able to prioritise competing deadlines without compromising accuracy or document quality
- By submitting this application, you acknowledge that you have read and agree with the company’s Privacy Policy
More about this role
ZigZag is looking for a Paraplanner to join our team!
*You must be willing to work onsite in Ortigas from Monday to Friday from 7am to 4pm
Manila time
Our client is seeking an experienced Paraplanner to join our Financial Planning team and support Australian Financial Advisers in delivering high-quality, compliant and timely financial advice.
This is a hands-on paraplanning role suited to someone who enjoys the technical side of financial advice, takes ownership of their work and can manage multiple advice files within a structured workflow. The successful candidate will work closely with Advisers, the Paraplanning team and Financial Planning Administration across the advice process.
Prepare high-quality Statements of Advice (SOAs), Records of Advice (ROAs) and associated advice documentation.
Translate adviser strategies into clear, accurate and compliant advice documents.
Complete strategy preparation and financial modelling across superannuation, retirement, investments and insurance.
Undertake product comparisons, strategy and technical research as required.
Participate in strategy discussions and debriefs with Advisers and proactively identify gaps, inconsistencies or missing...
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