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We help Aussie companies find top 3% remote talent in the Philippines & Nepal for a single finder's fee.
Paraplanner
Location
Philippines
Posted
25 days ago
Salary
$2K - $2.5K / month
Seniority
Senior
Job Description
Paraplanner
Hunt St
• Prepare and support the production of Statements of Advice (SOA) and Records of Advice (ROA). • Manage ongoing client review cycles, including preparation and follow-ups. • Maintain accurate and up-to-date records in CRM systems such as Xplan, AdviserLogic, or Midwinter. • Handle implementation paperwork, including rollovers, superannuation, and new investment applications. • Liaise with product providers to track and manage application progress. • Manage day-to-day client correspondence, ensuring timely and professional communication. • Coordinate adviser diaries, including scheduling meetings and review appointments. • Ensure all documentation and processes meet compliance standards.
Job Requirements
- Minimum 3 years of experience in a paraplanning or related role.
- Strong understanding of Australian financial planning processes and compliance requirements.
- Experience using CRMs (e.g. Xplan, AdviserLogic, Midwinter, or similar tools).
- High attention to detail and accuracy in documentation.
- Excellent written and verbal English communication skills.
- Ability to manage multiple tasks and meet deadlines in a fast-paced environment.
- Proactive, reliable, and able to work independently.
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