Remote Paraplanner for AU/NZ Financial Planning

D2B; Philippines; Remote; PHP 558,000 - 781,000; Full time

Benefits offered by this job

Remote work from the Philippines

Training and growth opportunities

Job summary

D2B is seeking a Paraplanner to support Australian and New Zealand advisers while working remotely from the Philippines. You will prepare SOAs and ROAs, analyze client data, and ensure all documentation complies with AU/NZ regulatory standards.

The role emphasizes accuracy, efficiency, and collaboration with a remote Australian team, including research, CRM maintenance, and developing tailored financial strategies for clients.

Qualifications

• 2 years of proven experience as a Paraplanner or in a similar financial planning support role (AU/NZ experience is 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

Financial planning

Education

AU/NZ compliance knowledge

Tools

Xplan

AdviserLogic

Midwinter

Job description

D2B is seeking a Paraplanner to support Australian and New Zealand advisers while working remotely from the Philippines. You will prepare SOAs and ROAs, analyze client data, and ensure all documentation complies with AU/NZ regulatory standards.

The role emphasizes accuracy, efficiency, and collaboration with a remote Australian team, including research, CRM maintenance, and developing tailored financial strategies for clients.