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AP - Paraplanner

Job Description:

  • Prepare Statements of Advice (SOAs) and Records of Advice (ROAs) in line with Australian/New Zealand compliance standards
  • Conduct research on financial products, strategies, and market trends to support adviser recommendations
  • Analyze client data, including assets, liabilities, cash flow, and risk profiles
  • Assist in developing tailored financial strategies across superannuation, investments, insurance, and retirement planning
  • Ensure all documentation is accurate, compliant, and aligned with client objectives
  • Liaise with financial advisers, administrators, and external providers to gather required information
  • Review and update existing financial plans as part of ongoing client servicing and annual reviews
  • Maintain client records and ensure proper documentation in CRM systems
  • Support advisers in preparing client presentations and review packs
  • Stay up to date with regulatory changes and industry best practices in AU/NZ financial planning

Requirements:

  • 2 years of proven experience as a Paraplanner or in a similar financial planning support role **(AU/NZ experience is mandatory) **
  • Strong understanding of financial planning concepts including superannuation, investments, insurance, and retirement strategies
  • Experience in preparing SOAs and ROAs
  • Familiarity with AU/NZ compliance and regulatory requirements (e.g., ASIC guidelines)
  • Proficiency in financial planning software and CRM systems (e.g., Xplan, AdviserLogic, Midwinter)
  • Excellent analytical skills with strong attention to detail
  • Strong written and verbal communication skills
  • Ability to manage multiple tasks and meet deadlines in a fast-paced environment
  • High level of organization and commitment to accuracy

Benefits:

  • Competitive salary based on experience and skill set
  • 100% remote role — work from home anywhere in the Philippines
  • Paid local holidays aligned with the Australian business calendar
  • Opportunities for training and professional growth
  • Work directly with a supportive Australian team — no agency middleman
  • Long-term engagement with a stable and growing business
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