Senior Financial Planning Assistant

20 hours ago


Batangas, Calabarzon, Philippines beBeeParaplanner Full time A$1,800 - A$2,600

Job Overview:

We are seeking a detail-oriented and highly skilled Paraplanner to support our financial planning team. The ideal candidate will have experience preparing Statements of Advice (SOAs) and Records of Advice (ROAs), conducting product comparisons, and performing strategy modelling in areas such as superannuation, insurance, and pensions.

The successful applicant will work closely with senior planners to implement tailored financial strategies for clients, ensuring all financial plans and recommendations comply with regulatory guidelines.

This is a remote role that requires excellent analytical skills, strong written and verbal communication skills, and the ability to manage multiple tasks and meet deadlines in a fast-paced environment.



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