Support Paraplanner

This is a fully remote position, open to applicants in Philippines.

📋 Description

• Create high-quality Statements of Advice (SOAs), Records of Advice (ROAs), and accompanying documentation in accordance with regulatory and compliance standards.

• Perform thorough research on superannuation, investments, insurance, and retirement strategies to support adviser recommendations.

• Evaluate client financial data, generate projections, and assist in strategy modeling and product comparisons.

• Ensure that all advice documents are precise, compliant, and delivered within the agreed turnaround times.

• Work closely with Financial Advisers and the Client Services team to clarify strategy specifics and support implementation.

• Identify opportunities for process enhancements and contribute to maintaining efficient paraplanning workflows.

⛳️ Requirements

• 2–5+ years of experience in paraplanning or providing support in financial planning.

• Strong understanding of superannuation, investments, insurance, and strategies for retirement planning.

• Experience in preparing SOAs and ROAs with minimal oversight.

• Exceptional attention to detail and robust analytical skills.

• Ability to interpret complex financial information and translate it into clear, compliant advice documentation.

• Proficiency in financial planning software and CRM systems, along with strong time management abilities and the capacity to juggle multiple cases simultaneously.

🏝️ Benefits

• Opportunity for professional growth and development.

• Collaborative work environment with a focus on team success.

• Competitive salary and benefits package.