Senior Paraplanner

Factor1 is seeking a skilled Paraplanner based in the PH team to prepare Statements of Advice (SOAs) for Australian financial advisers. You will work with autonomy across superannuation, investments, insurance, retirement planning, SMSF and estate planning, ensuring compliance and client-ready documentation.You will conduct financial modelling, cashflow...

Advice Lab Inc in Bonifacio Global City, Taguig, Philippines, is seeking a Paraplanner to prepare compliant SoAs/RoAs, model financial scenarios, and support a wide range of advisory tasks. You will work with advisers, ensuring technical quality and regulatory compliance across documents. You will use Xplan daily, develop complex strategies (superannuation,...

WFH | Full time | Day 1 HMO & Leave CreditsJob DescriptionThe search is on for a rockstarCompliance Office / Senior Paraplannerfrom the Philippines in a 100% WFH role.Yes this is 1 role with lots of variety! Our Client is a boutique Licensee assisting Australian Financial Planners with their compliance requirements. In this role, you will be responsible for...

Position: Paraplanner / Senior Executive Assistant - Dayshift Remote Salary: Php 80,000 to Php 90,000 Working Hours & Conditions: AU Working Hours and Holidays Employment: Full Time - Independent Contractor ABOUT THE COMPANY The company is a boutique Australian financial planning practice specializing in self-managed superannuation funds (SMSFs),...

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,...

Job Description Are you keen to grow your career with a organization that drives digital campaigns and automation for a forward-thinking financial services firm transforming client engagement? The Opportunity In this role, you'll embrace the services of specialist solicitors, accountants, bankers, and stockbrokers across the Australia market. Why join...

Description​​Looking for Philippines-based candidatesJob Role: Senior Adviser AssociateCompensation range: $2,500 AUD - $3,500 AUD / MonthlyEngagement type: Independent Contractor AgreementWork Schedule: This role is expected to align with the AU business hours (approx. 9 AM - 5 PM, Monday to Friday) for collaboration, but as a contractor, you’ll...

Looking for Philippines-based candidates Job Role: Senior Adviser Associate Compensation range: $2,500 AUD - $3,500 AUD / Monthly Engagement type: Independent Contractor Agreement Work Schedule: This role is expected to align with the AU business hours (approx. 9 AM - 5 PM, Monday to Friday) for collaboration, but as a contractor, you’ll have...

Looking for Philippines-based candidates Job Role: Senior Adviser Associate Compensation range: $2,500 AUD - $3,500 AUD / Monthly Engagement type: Independent Contractor Agreement Work Schedule: This role is expected to align with the AU business hours (approx. 9 AM - 5 PM, Monday to Friday) for collaboration, but as a contractor, you’ll have flexibility...