Part Paraplanner/Part Assistant (XPLAN Knoweldge) l Hybrid l Dayshift

MicroSourcing; Quezon City; Hybrid; PHP 100,000 - 400,000; Part time

Job summary

A leading outsourcing company in Quezon City is seeking a Part Paraplanner/Part Assistant to support financial planning tasks. The role requires strong communication skills and experience with XPLAN. Candidates should have a background in Australian Financial Planning and a collaborative spirit. This hybrid position offers competitive rewards and a path for career growth.

Benefits

Above-market compensation

Healthcare coverage on day one

Paid time-off with cash conversion

Group life insurance

Performance bonuses

Flexible work arrangements

Opportunities for continuous learning

Qualifications

• 2+ years’ experience as an assistant to an Australian Financial Adviser or in a financial planning administrative role is essential.

Responsibilities

• Complete Statement of Advice for all clients.
• Complete Record of Advice for all clients.
• Support financial planning assistants with non-paraplanning work, including administrative tasks.
• Follow tasks in XPLAN according to internal process rules.
• Complete insurance quotes.
• Complete product comparisons.

Skills

Attention to detail

Very good communication skills

Education

Some education on Australian Financial Planning (RG146 highly regarded)

Tools

XPLAN

IPS system within XPLAN

WEALTH SOLVER

XTOOLS+

Microsoft Word

Microsoft Excel

Job description

Join to apply for the Part Paraplanner/Part Assistant (XPLAN Knoweldge) l Hybrid l Dayshift role at MicroSourcing

5 days ago Be among the first 25 applicants

Join to apply for the Part Paraplanner/Part Assistant (XPLAN Knoweldge) l Hybrid l Dayshift role at MicroSourcing

Discover your 100% YOU with MicroSourcing!

Position: Financial ParaPlanner (Part Paraplanner and Part Adviser)

Work setup & shift: Hybrid and Dayshift

Site Location: 1880 Building, Eastwood

Why join MicroSourcing?

You'll Have

• Competitive Rewards: Enjoy above-market compensation, healthcare coverage on day one, plus one or more dependents, paid time-off with cash conversion, group life insurance, and performance bonuses
• A Collaborative Spirit: Contribute to a positive and engaging work environment by participating in company-sponsored events and activities.
• Work-Life Harmony: Enjoy the balance between work and life that suits you with flexible work arrangements.
• Career Growth: Take advantage of opportunities for continuous learning and career advancement.
• Inclusive Teamwork: Be part of a team that celebrates diversity and fosters an inclusive culture.
  
  

Your Role:

As a Financial ParaPlanner (Part Paraplanner and Part Adviser) , you will be responsible for:

• Complete Statement of Advice for all clients.
• Complete Record of Advice for all clients.
• Support financial planning assistants with non-paraplanning work, including administrative tasks.
• Follow tasks in XPLAN according to internal process rules.
• Complete insurance quotes.
• Complete product comparisons.
• Undertake administrative duties while learning paraplanning processes, with the expectation to transition to full paraplanning responsibilities once skilled and internal simplified ROA processes are established.
  
  

What You Need:

Non-negotiable Requirements

• Completed some education on Australian Financial Planning to understand how it works (RG146 highly regarded) with at least 2 years’ experience working for a financial adviser in a similar role or relevant administrative role.
• Attention and accuracy to details.
• Very good communication skills.
  
  

Experience:

• 2+ years’ experience as an assistant to an Australian Financial Adviser or in a financial planning administrative role is ESSENTIAL.
  
  

Technical Tools Required:

• XPLAN KNOWLEDGE
• IPS system within XPLAN is essential
• WEALTH SOLVER
• XTOOLS+
• Experience with:
• SUPER / PENSION / INVESTMENT
• TTR and PENSION REFRESH
• PERSONAL INSURANCE
• Microsoft Word and Excel proficiency

About MicroSourcing

With over 9,000 professionals across 13 delivery centers, MicroSourcing is the pioneer and largest offshore provider of managed services in the Philippines.

Our commitment to 100% YOU

MicroSourcing firmly believes that our company's strength lies in our people's diversity and talent. We are proud to foster an inclusive culture that embraces individuals of all races, genders, ethnicities, abilities, and backgrounds. We provide space for everyone, embracing different perspectives, and making room for opportunities for each individual to thrive.

At MicroSourcing, equality is not merely a slogan - it's our commitment. Our way of life. Here, we don't just accept your unique authentic self - we celebrate it, valuing every individual's contribution to our collective success and growth. Join us in celebrating YOU and your 100%!

For more information, visit https://www.microsourcing.com/

• Terms & conditions apply

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Contract

Job function

• Job function

  Customer Service

• Industries

  Outsourcing and Offshoring Consulting

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