Experienced Paraplanner Needed for Client Service Role

23 hours ago

General Santos, Soccsksargen, Philippines beBeeClientService Full time A$24,000 - A$36,000
Job Title:

Paraplanner/Client Service Officer

">Role Overview

We are seeking an experienced Client Service Officer/Paraplanner to join our growing offshore team.

This role is designed for someone who can work independently, take initiative, and build trust within the team.

You will play a key role in enhancing the client experience by ensuring smooth, efficient, and professional support across client service and paraplanning tasks.

Key Responsibilities
  • Manage end-to-end client service processes to ensure seamless client experiences.
  • Prepare and review Statements of Advice (SoAs), Records of Advice (RoAs), and other compliance-related documents.
  • Support financial advisers by handling paraplanning tasks with accuracy and timeliness.
  • Maintain and update client records in CRM systems.
  • Liaise with product providers and clients to follow up on applications, transactions, and outstanding requirements.
  • Ensure compliance with Australian financial services regulations and company policies.
  • Proactively identify opportunities to improve processes and contribute to a positive team culture.
Requirements
  • Minimum 5 years of experience in client services, paraplanning, or a similar role in financial planning/wealth management.
  • Strong understanding of financial planning processes and compliance requirements.
  • Ability to work independently with minimal oversight.
  • Excellent attention to detail and organizational skills.
  • Strong communication skills (verbal and written) to liaise confidently with advisers, providers, and clients.
  • Proficiency with financial planning software, CRMs, and Microsoft Office Suite.
  • Self-driven, proactive, and committed to building trust and long-term relationships within the team.
Preferred
  • Previous experience supporting Australian financial planners.
Why Join Us?

We are committed to building a strong, supportive offshore team culture.

Our remote team members will have opportunities to travel to Australia periodically to strengthen connections with the onshore team.

Work Arrangement & Expectations

This is a remote role that will be set up as an independent contractor engagement.

To ensure alignment and transparency, successful candidates will be expected to disclose any existing ongoing roles or client work and reflect this engagement on their LinkedIn profile clearly marked as 'Independent Contractor'.

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