Paraplanner

Overview

Role involves providing paraplanning and financial advice support to clients.

Ideal candidate should have 5+ years of experience in paraplanning with knowledge of Australian financial services.

Locations

• Philippines

Requirements

• Bachelor's degree required
• Minimum 5 years' experience
• Sound knowledge of Australian financial services
• Proficiency in Microsoft Office
• RG146 or Diploma of Financial Planning required

Responsibilities

• Assist with client onboarding
• Build and maintain client relationships
• Prepare and follow up on meeting notes
• Conduct research and analysis
• Prepare compliant Statements of Advice
• Coordinate implementation of financial strategies
• Maintain and update CRM systems
• Contribute to process improvement

Benefits

• Medical, Dental Coverage
• Life insurance
• Paid Vacation and Sick Leave
• Competitive salary package
• Financial Assistance Program
• Mandatory Government Benefits
• 13th Month Pay
• Career growth opportunities