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.
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