AP - Paraplanner | AU/NZ

D2B · Philippines · 50k – 70k · posted today ago

Listing supplied by Himalayas. 101 Careers did not originate this post and applications are handled by the employer.

About this role

Note: This is for active pooling purposes only. Submitting your application does not guarantee employment. Your details will be kept on file and considered for future opportunities as they become available.

We are seeking a dedicated and detail-oriented Paraplanner to join our team at D2B. In this remote role, you will support financial advisers by preparing comprehensive financial plans, conducting research, and ensuring all documentation aligns with client goals and regulatory requirements across Australia/New Zealand clients.

With a strong focus on accuracy and efficiency, you will assist in developing Statements of Advice (SOAs), Record of Advice (ROAs), and strategy recommendations, while analyzing client data and financial positions. You will play a key role in ensuring compliance, maintaining documentation standards, and supporting advisers in delivering high-quality, tailored financial advice.

Position: Paraplanner

Salary: PHP 50,000 - PHP 70,000/month

Working Hours & Conditions: AU/NZ business hours; Mondays to Fridays, 6:00AM to 3:00PM PH Time; full-time (remote)

Holidays: TBD

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

Requirements

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