Paraplanner - Financial Planning (Temp WFH + HMO)

Australian Account Work From Home; Philippines; On-site; PHP 180,000 - 220,000; Full time

Benefits offered by this job

HMO with dental

Optical perks

Equipment provided (temp WFH)

Job summary

Koruna Assist Back Office Solution Inc. is hiring a Paraplanner for a temporary work-from-home role in the Philippines. The position offers a fixed day shift (7:00 AM–4:00 PM) with weekends off, plus benefits including HMO and equipment support for remote work.

The ideal candidate has a finance background, 1–4 years in banking/financial services, and strong attention to detail with excellent communication skills. Real estate experience is preferred and independence is valued.

Qualifications

• Open for applicants anywhere in the Philippines (non-negotiable: must have own equipment and stable connection)
• Finance background is a must
• Real estate experience is preferred
• Independent, outgoing, fast learner, and excellent communication skills
• Strong attention to details
• Computer literate
• At least 1-2 years of working experience in the related field
• Candidate must possess at least a Bachelor’s/College Degree in Finance, Accounting, or Banking or equivalent
• 1-4 years of experience as a specialized employee in banking/financial services or equivalent

Responsibilities

• Prepare compliantly and as per the standards for Statement of Advice, Investment Portfolio Review Statement of Advice, and Record of Advice documents utilizing designated Financial Planning Software (Coin and Xplan).
• Perform accurate financial modeling and compare different financial planning modeling scenarios utilizing the designated financial planning software
• Prepare Product Comparison Checklists when requested.
• Liaise efficiently with clients (financial advisors) to obtain any missing information from job requests.
• To follow and complete required workflow management systems and completion of tasks within specified time frames.
• To provide compliance advice to clients where the client’s documents are not compliant.
• Perform accurate financial modeling and compare different financial planning modeling scenarios utilizing the designated financial planning software.

Skills

Finance background

Real estate experience

Independent & proactive

Excellent communication

Attention to detail

Computer literate

Own equipment & stable internet

Education

Bachelor’s/College degree in Finance, Accounting, or Banking

Job description

Koruna Assist Back Office Solution Inc. is hiring a Paraplanner for a temporary work-from-home role in the Philippines. The position offers a fixed day shift (7:00 AM–4:00 PM) with weekends off, plus benefits including HMO and equipment support for remote work.

The ideal candidate has a finance background, 1–4 years in banking/financial services, and strong attention to detail with excellent communication skills. Real estate experience is preferred and independence is valued.