Experienced Paraplanner Wanted

1 day ago

Cebu City, Central Visayas, Philippines beBeeParaplanner Full time A$24,000 - A$36,000

Job Title:

We are seeking a highly skilled and experienced Paraplanner to join our team. As an independent contractor, you will play a key role in enhancing the client experience by ensuring smooth, efficient, and professional support across paraplanning tasks.

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About the Role:

You will be responsible for preparing and reviewing Statements of Advice (SoAs), Records of Advice (RoAs), and other compliance-related documents. You will also support financial advisers by handling paraplanning tasks with accuracy and timeliness.

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Key Responsibilities:

  • Manage end-to-end client service processes to ensure seamless client experiences.

  • Prepare and review SoAs, 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.

About Our Team:

We are committed to building a strong, supportive offshore team culture. Team members will have opportunities to travel to Australia periodically to strengthen connections with the onshore team.

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