Remote Paraplanner — AU/NZ Financial Planning Specialist

D2B; Metro Manila; Remote; PHP 558,000 - 781,000; Full time

Benefits offered by this job

Remote work from Philippines

Paid AU/NZ holidays

Training and growth opportunities

Direct Australian team collaboration

Long-term engagement

Job summary

D2B in the Philippines is seeking a Paraplanner to support Australian and New Zealand advisers remotely. You will prepare SOAs/ROAs, conduct product research, and analyze client data to drive compliant financial plans aligned with client goals.

The role requires AU/NZ experience, strong financial planning knowledge, and proficiency with planning software. This is a full-time, remote position working AU/NZ hours from the Philippines.

Qualifications

• 2 years of proven experience as a Paraplanner or in a similar financial planning support role (AU/NZ experience mandatory).
• Strong understanding of financial planning concepts including superannuation, investments, insurance, and retirement strategies.
• Experience in preparing SOAs and ROAs.
• Familiarity with AU/NZ compliance and regulatory requirements (e.g., ASIC guidelines).
• Proficiency in financial planning software and CRM systems (e.g., Xplan, AdviserLogic, Midwinter).
• Excellent analytical skills with strong attention to detail.
• Strong written and verbal communication skills.
• Ability to manage multiple tasks and meet deadlines in a fast-paced environment.
• High level of organization and commitment to accuracy.

Responsibilities

• Prepare Statements of Advice (SOAs) and Records of Advice (ROAs) in line with Australian/New Zealand compliance standards
• Conduct research on financial products, strategies, and market trends to support adviser recommendations
• Analyze client data, including assets, liabilities, cash flow, and risk profiles
• Assist in developing tailored financial strategies across superannuation, investments, insurance, and retirement planning
• Ensure all documentation is accurate, compliant, and aligned with client objectives
• Liaise with financial advisers, administrators, and external providers to gather required information
• Review and update existing financial plans as part of ongoing client servicing and annual reviews
• Maintain client records and ensure proper documentation in CRM systems
• Support advisers in preparing client presentations and review packs
• Stay up to date with regulatory changes and industry best practices in AU/NZ financial planning

Skills

Paraplanner experience

Analytical skills

Attention to detail

Written communication

Verbal communication

Time management

Tools

Xplan

AdviserLogic

Midwinter

Job description

D2B in the Philippines is seeking a Paraplanner to support Australian and New Zealand advisers remotely. You will prepare SOAs/ROAs, conduct product research, and analyze client data to drive compliant financial plans aligned with client goals.

The role requires AU/NZ experience, strong financial planning knowledge, and proficiency with planning software. This is a full-time, remote position working AU/NZ hours from the Philippines.