Paraplanner - Remote Role

3 days ago

Manila, National Capital Region, Philippines beBeeParaplanner Full time A$1,800 - A$2,600

Seeking a detail-oriented Paraplanner to support our financial planning team. Key responsibilities include preparing comprehensive 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 ideal candidate will have experience working with financial planning software such as Xplan, Midwinter, and AdviserLogic, and be proficient in utilizing these tools for research and documentation. A strong understanding of financial planning principles and regulatory requirements is essential.

  • Minimum of 3 years of experience in a paraplanning role
  • Strong analytical skills with the ability to model financial strategies effectively
  • Excellent attention to detail and ability to work collaboratively with financial advisers

This is a remote role that will be set up as an independent contractor engagement. The successful candidate will be expected to be available for meetings and collaboration during core business hours, disclose any existing ongoing roles or client work, and reflect this engagement on their LinkedIn profile.

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