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Wealth Axis, Melbourne

Outsourced Paraplanner Work From Home

Introducing Wealth Axis and our services

Wealth Axis a premier provider of outsourced administration, advice creation, revenue management, process design and technology consulting for financial services. We are growing fast to meet increasing demand and are on the lookout for talent to join our Outsource Paraplanning Team. The successful applicant will have plenty of experience using XPLAN (particularly the modelling modules such as XTOOLS+ and WealthSolver). Working with peers in Australia and overseas, you will be responsible for creating Advice Documents on behalf of our clients.

About the role

You will also be responsible for the:

Advice Document Production

Prepare professional, comprehensive and high quality financial advice documents
Work professionally with clients on matters of advice production and compliance
Participate in client meetings as required
Build strong client relationships by providing quality technical support
Consult on “best practice” in advice production and paraplanning
Maintain strong communication with the team
Work closely with your peers to continually develop and improve our services
Keeping the team “up-to-date” with industry news pertaining to financial advice and compliance
Desired Skills and Experience

Skills and experience

To be the successful applicant you MUST:

Have extensive knowledge of the financial planning advice process and the preparation of clear and concise advice documentation
Be able to clearly demonstrate excellent technical and financial modelling skills
Be comfortable and capable communicating orally and in writing
Be capable of working productively as part of a team with your peers and external stakeholders.
Have 3 years’ experience in the preparation of SOAs, calculations and modelling
Be experienced modelling and preparing advice in XPLAN
Know your way around Microsoft Excel and Microsoft Word
Broadly understand superannuation, retirement income streams, investments, insurance, taxation, social security and estate planning

How to apply

If you believe you are the right fit for this role, interviews will start immediately. Register your interest by applying now or send your application to [link removed]

Salary is negotiable depending on capability and experience.