Highly Experienced Financial Planning Support Specialist

2 days ago

Manila, National Capital Region, Philippines beBeeFinancial Full time A$24,000 - A$36,000
Client Service Officer Paraplanner Job

We are seeking an experienced Client Service Officer/Paraplanner to join our offshore team, supporting a leading Australian financial advisory practice.

This role is designed for someone who can work independently and take initiative to 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.
Qualifications
  • Requirements:
  • A minimum of 5 years' experience in client services, paraplanning, or a similar role in financial planning/wealth management.
  • A 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 Qualifications
  • Previous experience supporting Australian financial planners.

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