Paraplanner and loan writer

3 weeks ago

Tirupati, Andhra Pradesh, India Stratagem Wealth Full time

At Stratagem Wealth, we are dedicated to empowering individuals and families to achieve their financial goals. As a leading financial planning and finance solutions provider, we specialize in delivering personalized strategies that ensure financial stability and success. From tailored Financial planning to comprehensive mortgage solutions, we guide our clients every step of the way, helping them build a secure and prosperous future.

Our dynamic and client-focused team thrives on innovation, collaboration, and excellence. With a deep commitment to leveraging technology to enhance the client experience, we are now looking to expand our team with a talented Paraplanner and Loan writer who can help bring our vision to life online.

Responsibilities

This is a full-time remote role for a Paraplanner and Loan Writer. The Paraplanner and Loan Writer will support financial advisors by preparing and maintaining client financial plans and loan documentation. Daily tasks include liasing with clients, super and insurance providers, responding to client enquiries, investment research, preparation of ROA and SOA. As a Loan Writer you will be responsible for entering client data, following up with lenders and preparing application.

Qualifications

  • Australian Paraplanning - Minimum 3 years experience mandatory.
  • Australian Loan writer experience - preferred
  • Excellent written and verbal communication skills
  • Ability to work independently and remotely
  • Bachelor's degree in Finance, Economics, or related field

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