
Paraplanner (Au Financial Industry, Wfh)
1 week ago
Salary: P50,000 – P70,000 (Monthly Package)
Schedule:Monday - Friday (7:00 AM to 4:00 PM PHT)
What are we looking for?
Skills Required:
Bachelor's degree in a relevant field
Minimum 5 years' experience in a paraplanning or financial advice support role
Sound knowledge of Australian financial services, including superannuation, insurance, investments, and regulatory frameworks
Proficiency in Microsoft Office (Word, Excel, Outlook); exposure to Xplan or CRM platforms is advantageous
RG146 or a Diploma of Financial Planning
High ethical standards and attention to client confidentiality
Prior experience supporting Australian Financial Advisers
Nice to have:
Software Proficiency
What will you do?
Key Responsibilities
Client Support & Service
Assist with client onboarding, KYC verification, fact-finding, and collection of personal and financial data
Build and maintain strong client relationships through responsive and professional service
Prepare and follow up on meeting notes, summaries, and action items
Respond to client queries regarding advice documents, implementation status, and general updates
Paraplanning & Advice Preparation
Conduct research and analysis on superannuation, insurance, investments, tax strategies, and retirement planning
Prepare compliant and high-quality Statements of Advice (SOAs), Records of Advice (ROAs), and strategy documentation
Perform insurance needs assessments and liaise with insurers for quotations and pre-assessments
Model cash flows, insurance cover, and investment performance scenarios using financial planning tools
Ensure all advice documentation complies with ASIC, FASEA, and internal quality assurance standards
Implementation & Strategy Execution
Coordinate the implementation of financial strategies, including product applications and transitions
Support
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