Remote Paraplanner & Senior EA (SMSF Focus)

D2B; Philippines; Remote; PHP 893,000 - 1,004,000; Full time

Job summary

D2B seeks a Paraplanner / Senior Executive Assistant for dayshift remote work in the Philippines. The role blends paraplanning with proactive executive support, handling client reviews, SOAs, ROAs, and post-meeting actions while enabling the Financial Planner to focus on growth.

Ideal candidate has 2+ years in Australian financial services, strong English, and meticulous document management. This remote, full-time position aligns with AU business hours and holidays.

Qualifications

• Minimum 2+ years supporting an Australian financial planning practice.
• Experience with preparing SOAs/ROAs and service agreements.
• Hands-on experience with AdviserLogic and CRM/workflow systems.
• Excellent written and spoken English; strong organizational skills.
• High accuracy and ability to work independently.

Responsibilities

• Manage end-to-end client reviews and appointment scheduling.
• Prepare client files, meeting packs, and strategy research.
• Draft and update SOAs/ROAs and service agreements; track ongoing service needs.
• Coordinate the implementation of financial advice and monitor requirements.
• Maintain pristine, compliant records in AdviserLogic and Google Drive.
• Provide executive support and help refine templates and workflows.

Skills

Paraplanning

CRM systems

English proficiency

Attention to detail

Tools

AdviserLogic

Job description

D2B seeks a Paraplanner / Senior Executive Assistant for dayshift remote work in the Philippines. The role blends paraplanning with proactive executive support, handling client reviews, SOAs, ROAs, and post-meeting actions while enabling the Financial Planner to focus on growth.

Ideal candidate has 2+ years in Australian financial services, strong English, and meticulous document management. This remote, full-time position aligns with AU business hours and holidays.