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AP - Paraplanner
Location
Philippines
Posted
30 days ago
Salary
₱50K - ₱70K / month
Seniority
Mid Level
Job Description
AP - Paraplanner
Pear Tree.
• 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
Job 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
