Subject Matter Expert - Paraplanning

Overview of the Role

As a Technical Support Associate (TSA) for Paraplanning, the purpose of this role is to utilize the technical expertise of the team member to provide support and uplift our Paraplanners with technical support, by delivering training, coaching, and projects as directed by the Line Manager.

The Technical Support Associate role can also be leveraged to support billable client roles, like the previous ‘Universal Role’. If a TSA is called upon to fill the need of the Universal role, they will assume Universal KPI’s for that period, as described below.

These ‘Universal’ assignments are subject to demand and decision of the Technical Support Manager. Assignments are no longer than 3 months.

Main duties include

As directed by the Line Manager, key responsibilities for this role could include

• Manages internal support channel - VBP Assist to provide real-time support.
• Manage channels and projects.
• Provides technical development coaching sessions (Strategy confirmation or other) with Frontline Team Members.
• Supports Line Managers and Frontline Team Members with identifying skill gaps and working with managers to facilitate upskilling of the Team Members.
• Supports projects both internal and external (client) focused as directed by Technical Leads.
• Creates, supports, and reviews training and development plans in collaboration with both the Technical and Learning and Development teams.
• Provides support with Technical Requests received from the Technical Team.
• Collaborates with other departments around training, development, and projects.
• Completes administrative duties as directed by this may include work trackers, asana, or other platforms.
• Complete ongoing CPD points in alignment with VBP’s CPD policy

Universal Assignment

• On occasion and as directed by the line manager, key responsibilities for this role includes;
• Completing tasks as assigned by the client
• Prepare advice documents
• Adjust with each assignment with regards to the different preferences and licensee standards.
• Pass quality assessments
• Strategy confirmations with peer paraplanners
• Provide support (guide and mentor) to their peer Paraplanners if assigned to Practices with existing Paraplanning teams.
• Complete ongoing CPD points in alignment with VBP’s CPD policy

Requirements

• Tertiary education or Graduate of any four (4) year course.
• Minimum of 2 years of paraplanning experience.
• Good communication and emotional intelligence skills, with demonstrated ability to collaborate, engage, and influence others.
• Exceptional organizational and time management skills.
• Strong understanding of the Financial Planning Industry and various advice strategies.
• Ability to form great working relationships with Team Members and their respective leaders.
• Willing to be a team player, mentor and coach team members.

Benefits

• 500K per incident HMO coverage + Dental & Optical benefits
• 2-week paid Christmas vacation
• Electricity & Data subsidies

25K Educational Assistance

• Training and equipment will be provided
• Fixed Schedule of Mon-Fri from 7 AM to 4 PM
• Visit website

ABOUT US

VBP is an Australian company with operations in the Philippines that provides business growth, consulting, and delivery capabilities to more than 260 of the most innovative and disruptive financial services firms across Australia.

Our consulting-led approach leverages services in strategy, process improvement, intelligent automation, data analytics, and operations. We specialise in supporting financial firms, accounting practices, and mortgage brokers.

HOW WE STARTED

In 2013, VBP embarked on a visionary journey to transform how advice is delivered in Australia. From humble beginnings, we steadily evolved and embraced an open book management system by adapting the Great Game of Business in February 2021, and in the same year, we secured our first Great Place To Work certification.

Expanding our reach became a defining theme in our journey. In July 2022, we proudly celebrated the achievement of 1000 dedicated Team Members.

We have offices in Cebu and in Cagayan de Oro, with our third and newest office launched last August 2023 at JEG Tower. 2023 marks a pivotal moment for our business as we completed the strategic acquisition of Elixir Consulting, strengthening our position in the Australian Consulting space and supporting our expanded service offering. We also won our GGOB Healthy Company Award, maintained our GPTW certification and ISO certification, and became a certified B Corporation.

These milestones reflect not only our commitment to growth but also the vibrant community we’ve fostered, laying the foundation for a remarkable legacy as expert growth partners for Australian financial services firms.

WHAT WE OFFER

we have a deep understanding of the everyday challenges and insights into the strengths of enterprises we encounter. At VBP, we specialise in enhancing operational efficiencies and addressing cost-to-serve challenges for financial services firms. Our focus revolves around four key service:

Accounting, Bookkeeping, and Report Management

Financial Planning Assistance

Mortgage Broking Assistance

Paraplanning

In addition to these core services, we offer tailored business consulting services to optimise back-office operations across these four critical areas. With its offers and services, VBP aims to streamline Australian financial service firms’ operations and elevate their business to the next level.

To learn more about us, visit http://vbp.au.

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