Financial Planning Assistant

5 days ago

Taguig, National Capital Region, Philippines Galilee Business Support Services Full time ₱300,000 - ₱600,000 per year

Official role title: Jr. Paraplanner

Ready to Make a Bigger Impact in Your Career? Join Us as a Paraplanner

Are you someone who loves turning complex financial data into clear, strategic solutions? We're searching for a talented Paraplanner who can work hand-in-hand with our brokers to deliver smart, compliant, and tailored mortgage recommendations. If you thrive in a collaborative environment and enjoy shaping confident financial decisions for clients, this opportunity is made for you.

The Opportunity

As our Paraplanner, you'll play a key role behind every successful loan strategy. You'll combine your mortgage expertise with strong analytical skills to craft accurate, compliant, and personalized recommendations for clients. Working closely with our brokers and support teams, you'll help streamline processes, elevate the client experience, and ensure every loan is backed with clarity and precision.

Who We Are

GBSS isn't your typical BPO. We're big on balance, big on growth, and big on creating a workplace where people genuinely feel supported. Here, your ideas matter, your development is encouraged, and your work makes a real difference. If you're looking for a team that values collaboration, chill vibes, and meaningful progress—this is your place.

Grow with GBSS—where opportunity meets ambition.

What You'll Do

  • Research mortgage products, rates, and lender policies to create tailored loan solutions.
  • Prepare and review loan submission packages with accuracy and full compliance.
  • Analyze financial data to support strong loan structuring and recommendations.
  • Stay updated with Australian mortgage regulations and industry trends.
  • Collaborate closely with brokers and internal teams to optimize processes and improve client experiences.
  • Assist with follow-ups and communicate recommendations clearly to help clients make informed decisions.

What You Bring

  • At least 3 years' experience as a Paraplanner or in a similar mortgage support role.
  • Solid understanding of Australian mortgage and loan products.
  • Excellent analytical, research, and problem-solving capabilities.
  • Strong attention to detail and organizational skills.
  • Confidence using financial tools and software; CRM knowledge is a bonus.
  • Clear, professional written and verbal communication skills.

Why Join Us?

  • Full WFH set-up
  • HMO Benefit + free dependent
  • Leave accrual upon hiring
  • Specific client-initiated benefits

Job Type: Full-time

Pay: Php50, Php70,000.00 per month

Benefits:

  • Health insurance

Work Location: In person

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