Remote Paraplanner & Senior Executive Assistant

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

Benefits offered by this job

Extended Christmas breaks

Generous leave benefits

Job summary

D2B is seeking an experienced Paraplanner / Senior Executive Assistant to be the Financial Planner’s trusted operational partner. In this remote, dayshift role, you will own and service an allocated client portfolio, handling pre-review prep, documentation, and proactive communications to optimise outcomes.

You will draft SOAs/ROAs, manage non-advice tasks, and surface strategic opportunities for the Adviser, all while maintaining strong client relationships and workflow efficiency.

Qualifications

• 2+ years supporting an Australian financial planning practice.
• Understanding of the holistic advice process and regulatory docs (SOAs/ROAs).
• Familiar with SMSF structures and related investments.

Responsibilities

• Act as primary contact for allocated clients throughout the advice journey.
• Prepare pre-review files and collect updated docs for reviews.
• Draft compliant SOAs/ROAs and supporting documents.
• Coordinate implementation tasks and client forms.
• Identify opportunities and present options to the Adviser.

Skills

Paraplanning

Client relationship

SOA/ROA drafting

SMSF knowledge

Education

RG146 or financial planning degree

Tools

Desktop Broker

Ausiex

Macquarie cash accounts

Job description

D2B is seeking an experienced Paraplanner / Senior Executive Assistant to be the Financial Planner’s trusted operational partner. In this remote, dayshift role, you will own and service an allocated client portfolio, handling pre-review prep, documentation, and proactive communications to optimise outcomes.

You will draft SOAs/ROAs, manage non-advice tasks, and surface strategic opportunities for the Adviser, all while maintaining strong client relationships and workflow efficiency.