Paraplanner (Internal, WFH) | AU Experience Essential

4 days ago

Manila, National Capital Region, Philippines Health & Finance Integrated Full time ₱720,000 per year

A-players only.
If your SOAs read like clear client stories, pass first review, and your data entry is spotless—HFI wants you. Work
directly with award-winning advisers.
Immediate start preferred.

What you'll do

  • Craft
    audit-ready SOAs/ROAs
    with accurate, traceable calcs
  • Turn strategy into
    client-friendly narratives
    that meet AU compliance & disclosure standards
  • Call providers
    to verify fees/features and capture disclosures precisely
  • Compare platforms; document
    fee/feature/performance
    rationale
  • Collaborate across advice & ops;
    step in to help teammates
    and close loops fast
  • Maintain templates/SOPs to
    lift first-pass rate
    and reduce TAT

What you bring

  • Essential:
    Demonstrated experience in
    Australian financial planning/paraplanning
  • Tool-smart:
    Plutosoft
    , CRM (which ones), Xplan/AdviserLogic/Midwinter; strong Excel/Sheets
  • Storyteller + stickler:
    impeccable data accuracy, file notes, and record-keeping
  • Team player:
    proactive, comfortable making calls, deadline/KPI-reliable
  • Nice to have:
    RG146
    (preferred, not required); excellent written English

Why HFI

  • PHP 60,000–100,000/month
    (experience & technical skills)
  • Sign-on bonus up to PHP 50,000
  • Work from home
    |
    Full HMO on regularization
  • Internal role with
    mentorship from award-winning advisers
    and growth to senior/lead

Additional hint: If you know how to implement the advice, this places you at the higher range.

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