Paraplanner
3 weeks ago
1 week ago Be among the first 25 applicants Schedule: Monday-Friday, 9am to 5pm Australian Eastern Standard Time (AEST) About the Company Our client, based in Australia, is a leading financial advisory firm that specializes in life insurance advice. They are subject matter experts and are able to deliver industry‑leading advice to our clients. This is underpinned by their technical expertise and the experience they provide to their clients. About the Role As a Paraplanner, you will be working closely with the Advisors to prepare and implement financial plans for clients. Our client is seeking to train you to the point where you are an expert on insurance products as well as in preparing advice for clients. This will require strong comprehension, logical reasoning, and analytical skills. Beyond your experience, we are also looking for someone who is professional and possesses impeccable English language communication skills in both written and verbal. Responsibilities Assist advisors in creating comprehensive financial plans for clients Conduct research on insurance products, financial concepts, superannuation, and tax strategies. Prepare and analyze financial needs analysis reports to support the development of financial plans. These reports will form the foundation for the advice provided to clients. Collaborate with advisors to identify appropriate investment strategies based on client needs and goals Attend client meetings with advisors to present and review financial plans Work with clients to gather necessary financial information and documents Understand and interpret legal documents related to insurance products Manage and update client information in the company’s database Competencies and Qualifications 3 years of experience as a Paraplanner or in a similar role in the insurance industry is preferred Accounting or similar experience is highly advantageous Strong numerical and logical reasoning skills Good with math and comfortable working with numbers Familiarity with legal documents related to insurance products A desire to become an expert in both insurance products and advice preparation. Excellent command of the English language Strong skills in Microsoft Excel and MS Office Meticulous attention to detail, especially in calculations and materials prepared Self-starter, has the ability to work independently and takes initiative. There are elements to your training that will be expedited if you are able to take initiative with respect to your learning. Strong written and verbal communication skills What We Offer 100% Remote Work 13th Month Pay Paid Service Incentive Leave (SIL) upon probationary – 1.25 days per month Flexible arrangement allowing worked regular holiday to convert to additional SIL. If this option is exercised then no holiday premium will be payable Annual performance appraisal subject for review Access to our free Learning and Development programs Application Process We understand that searching for a new job can be challenging, and we’re here to support you every step of the way. Our goal is to make the process as transparent and respectful as possible. Typically, the interview process includes a Recruiter Interview, Client Interview, and Practical Test, but this may vary depending on the role. Throughout each stage, we’ll keep you informed and provide feedback as quickly as we can, ensuring you feel valued and supported throughout your journey with us. #J-18808-Ljbffr
-
Paraplanner
2 days ago
Cebu City, Central Visayas, Philippines befree Global Full time ₱30,000 - ₱60,000 per yearAbout the Companybefree is a globally trusted provider of accounting and finance offshoring solutions. Weblend industry expertise with technology and automation to deliver customised, scalablesupport for businesses worldwide.Headquartered in Gandhinagar, India with clients across Australia, the UK, the US, we helppractices and businesses enhance efficiency,...
-
Paraplanner
2 days ago
Makati City, National Capital Region, Philippines AFPG - Australian Financial Planning Group Full time ₱220,000 - ₱420,000 per yearCompany DescriptionAustralian Financial Planning Group (AFPG) is a privately owned financial services company, offering tailored financial and tax planning advice across Australia. Operating under its own financial services and credit license, AFPG provides client-centric solutions in areas such as financial planning, investment advice, retirement planning,...
-
Australian Paraplanners
2 days ago
Cebu City, Central Visayas, Philippines VA PLATINUM PTY LTD INC. Full time ₱20,000 - ₱50,000 per yearDo you have experience as a Paraplanner supporting an Australian Financial Planning company?Are you proficient in either XPlan or AdviserLogic?Are you proficient in preparing compliant Statements of Advice (SoAs)?Be at the heart of our financial planning teamAbout the RoleAs a Paraplanner, you will focus on comprehensive research, report preparation, and...
-
Australian Paraplanners
2 weeks ago
Cebu City, Central Visayas, Philippines VA PLATINUM PTY LTD INC. Full time ₱40,000 - ₱60,000 per yearAre you detail-driven and passionate about financial strategy?Do you enjoy turning complex client data into clear, compliant advice?Want to work closely with advisors shaping high-quality client outcomes?Then, this job is made for youAbout the RoleJoin as a Paraplanner of a dynamic financial planning team where you'll prepare and maintain Xplan templates,...
-
PARAPLANNER | Fixed Dayshift and Weekends Off!
3 weeks ago
Cebu City, Philippines Qwrk. Full timeParaplanner Be among the first 25 applicants and get AI-powered advice on this job and more exclusive features. Be part of our growing team as a Paraplanner. What’s in it for me? Be part of a Young, Motivated and Agile company Grow! Learn! Guide! While having FUN! Fixed Day Shift, Day 1 HMO coverage, 2-week Christmas break What does this role entail? The...
-
Paraplanner (Hybrid)
3 weeks ago
Cebu City, Philippines TOA Global Full timeGlobal Talent Pipeline Development Officer @ TOA Global | Constantly striving for Greatness, Fueled by Passion and Determination PARAPLANNER Location : Clark/Cebu/Tarlac/Manila (Hybrid)Shift : Mondays to Fridays, 7:00 AM to 4:00 PM Unlock your potential! At TOA Global, we have a deep commitment to empowering individuals to excel in their enterprises,...
-
Senior Paraplanner
2 days ago
Makati City, National Capital Region, Philippines Emapta Full time ₱80,000 - ₱120,000 per yearDelivering Smarter Wealth Outcomes Through Technical Financial Analysis This opportunity is ideal for seasoned paraplanners who love turning financial insights into polished, client-ready strategies. Your research, documentation, and technical assessments help shape smarter wealth decisions-while a well-balanced schedule supports both productivity and...
-
Paraplanner | On-site | Xplan software
2 days ago
Angeles City, Central Luzon, Philippines TOA Global Full time ₱900,000 - ₱1,200,000 per yearPARAPLANNERLocation: ClarkShift: Mondays to Fridays, 7:00 AM to 4:00 PMArrangement: Onsite, Full TimeUnlock your potentialAt TOA Global, we have a deep commitment to empowering individuals to excel in their enterprises, careers, and communities. Our global footprint stretches across Australia, New Zealand, North America, Philippines, South Africa, and South...
-
AU Paraplanners
2 days ago
Cebu City, Central Visayas, Philippines VA PLATINUM PTY LTD INC. Full time ₱40,000 - ₱60,000 per yearAre you detail-driven and passionate about financial strategy?Do you enjoy turning complex client data into clear, compliant advice?Want to work closely with advisors shaping high-quality client outcomes?Then, this job is made for youAbout the RoleJoin as a Paraplanner of a dynamic financial planning team where you'll prepare and maintain Xplan templates,...
-
Quezon City, National Capital Region, Philippines Frontline Accounting Full time ₱900,000 - ₱1,200,000 per yearWe are seeking an exceptional applicant for the role of 'Paraplanner/Support'.Office-based role.We are looking for a self-motivated, highly structured and results driven individual who can contribute to the ongoing growth of our company. Someone who is highly flexible and adaptable as you will be required to undertake a variety of tasks within the business....
