Senior Australian Paraplanner (Remote) - Financial Planning & SMSF Expert

Advice to Talent · 📍 Canggu, Ubud, Denpasar, Jimbaran, Nusa Dua, Kuta, Badung · Diposting 2026-10-09
FULL_TIME⭐ TERVERIFIKASI
PHP 60000 - 80000
We are seeking a highly skilled and experienced Senior Australian Paraplanner to join our remote team. In this role, you will support financial planners and SMSF experts in providing comprehensive financial advice to clients across Australia. Your expertise in financial planning and SMSF will be crucial in ensuring our clients receive the best possible advice.

📋 Tanggung Jawab Pekerjaan

Assist financial planners in preparing and reviewing financial plans for clients.,Support SMSF experts in managing and advising on Self-Managed Superannuation Funds.,Conduct market research and stay updated on financial regulations and trends.,Prepare reports, presentations, and other financial documents for clients.,Provide administrative support to the financial planning team.,Maintain accurate records of client interactions and financial transactions.,Assist in training and mentoring junior staff members.,Participate in team meetings and contribute to the development of financial strategies.

🎓 Kualifikasi & Syarat

Bachelor's degree in Finance, Accounting, or a related field.,Minimum of 5 years of experience in financial planning or paraplanning.,Strong knowledge of Australian financial regulations and SMSF rules.,Proficiency in financial planning software and tools.,Excellent communication and interpersonal skills.,Ability to work independently and as part of a team.,Strong organizational and time management skills.,Familiarity with Microsoft Office Suite and other relevant software.

🛠️ Keahlian

Financial planningSMSF expertiseMarket researchReport writingAdministrative supportRecord keepingTraining and mentoringFinancial strategy development
Siap Melamar?
Kirim lamaran sekarang sebelum batas waktu.🚀 Lamar Sekarang

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