Financial Planning Assistant

1 day ago


Manila, National Capital Region, Philippines beBeeParaplanning Full time A$1,800 - A$2,600
Paraplanning Career Opportunity

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 role primarily involves supporting senior financial planners by providing research, analysis, and documentation to ensure seamless client service.



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