Paraplanner

AS White Global; Manila; Hybrid; PHP 400,000 - 700,000; Full time

Benefits offered by this job

Great Place to Work certification

Medical care for you and family

Generous paid leave

LinkedIn Learning training

Company trips across APAC

Job summary

AS White Global in Manila seeks a skilled Paraplanner to support Australian financial planning teams. You will prepare SoA/RoA documents, conduct research, and coordinate with fund managers to meet client objectives.

Qualifications include 2+ years paraplanner experience, fluent English, and solid understanding of Australian superannuation. The role starts onsite in Manila with a gradual hybrid arrangement and aligns with Australian business hours.

Qualifications

• Minimum 2 years of paraplanner experience.
• Experience preparing SoA/RoA using Xplan.
• Strong written and verbal English skills.
• Knowledge of Australian superannuation and tax systems.

Responsibilities

• Prepare compliant Advise Documents (SoA, RoA) using Xplan.
• Collaborate with Client Service Manager and Advisers on financial strategies.
• Conduct investment/insurance research and coordinate with Fund Managers.
• Handle basic admin tasks and maintain client information in Xplan.

Skills

Paraplanner experience

Xplan

English proficiency

Australian super

Financial planning

Job description

Job Description

Are you keen to grow your career with a organization that drives digital campaigns and automation for a forward-thinking financial services firm transforming client engagement?

The Opportunity

In this role, you'll embrace the services of specialist solicitors, accountants, bankers, and stockbrokers across the Australia market.

Why join us?

• Proudly Great Place to Work® certified
• Celebrate globally: Company trips (2025: Hong Kong, 2024: Thailand), Culture Champs, Year-end parties, leadership awards & more
• Grow with stability: 100+ in our 10-Year Club by 2025
• Dynamic talent network: 2,000+ across APAC and beyond
• Competitive compensation with annual reviews
• Comprehensive medical care for you and your family
• Generous paid leave because work-life balance matters
• Level up with LinkedIn Learning and tailored training

Staff Testimonial

“Working for the best client and loving what you do makes everything enjoyable at work.”- Senior Broker, ASW Philippines.

What You’ll Do

• Develop financial strategies to meet client’s objectives based on the existing situation of clients.
• Work with the Client Service Manager and Advisers to prepare the financial strategy based on the information provided and research completed.
• Required to prepare Compliant Advise Documents (SoA, RoA) using Xplan
• Ad-hoc completion of basic administrative tasks and updating client information via Xplan
• Conducting research for investment/insurance recommendations while working closely with Fund Managers, Insurance/superannuation/Platform Providers

Key Criteria

• MUST have a min of 2 years of working experience as a Paraplanner
• Ability to develop a working knowledge of the Australian Superannuation, Financial Planning and Taxation System.
• MUST have experience using Xplan
• Comprehensive verbal and written English skills.
• Driven, proactive and able to work independently.

Work setup

• Manila (BGC, Taguig): Australian hours (6am–3pm PH local time) with onsite for first 2 weeks and transition to hybrid (once a month onsite)

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