Paraplanner - Philippines (on-site)

Advice Lab; Philippines; On-site; PHP 240,000 - 480,000; Full time

Job summary

Advice Lab in the Philippines is seeking a detail-oriented paraplanner to collaborate with Australian Financial Planners in creating effective advice strategies for clients.

You will develop high-quality, compliant documents (SoAs and RoAs), ensure accuracy, model financial positions, and update systems and workflows while fostering strong professional relationships with authorized representatives.

Qualifications

• Minimum 1–2 years of experience in paraplanning or similar tasks.
• Experience with X-Plan Financial Planning Software.
• Proficient in MS Outlook, Excel, Word and PowerPoint.
• Graduate from any four-year course, or at least 2 years of college with a bachelor's degree.

Responsibilities

• Develop and construct compliant financial advice documents (SoAs and RoAs).
• Ensure document accuracy, technical soundness and alignment with guidelines.
• Assist in developing complex, tailored advice strategies.
• Model current and recommended financial positions.
• Update systems and workflows per directions.
• Build and maintain professional relationships with authorized representatives.
• Support process development for paraplanning functions.

Skills

Paraplanning

Attention to detail

Relationship building

Education

Four-year degree

Bachelor’s degree alternative

Tools

X-Plan Financial Planning Software

MS Outlook

MS Excel

MS Word

MS PowerPoint

Job description

We're seeking a detail-oriented and skilled paraplanner to collaborate with Australian Financial Planners in creating effective advice strategies for our clients.

Responsibilities (include but not limited to);

• Developing and Constructing Advice Documents: Create high-quality, compliant financial advice documents (SoAs and RoAs) and supporting materials as per adviser preferences in a timely manner.
• Ensuring Document Accuracy: Guarantee all created documents are accurate, technically sound, and personalized in line with legislative requirements and guidelines.
• Complex Advice Strategies: Assist in developing complex and comprehensive advice strategies tailored to authorized representatives' needs.
• Financial Modelling: Assess and model both current and recommended financial positions for authorized representatives.
• System & Workflow Updates: Update systems and workflows in alignment with directions.
• Building Professional Relationships: Foster and maintain strong professional relationships with authorized representatives.
• Supporting Process Development: Assist in developing and improving processes and procedures for paraplanning functions.

Successful applicants should:

• Minimum 1-2 years of experience in handling similar tasks
• Experience in X-Plan Financial Planning Software
• Basic to intermediate MS Outlook, Excel, Word and PowerPoint knowledge
• A graduate from any four (4) year course; or
• at least 2 years in college with any bachelor’s degree with at least two (2) years of working

Full time, On-site Job

Fixed Schedule of Mon-Fri from 7 AM to 4 PM