Paraplanner

2 days ago

Cebu City, Central Visayas, Philippines befree Global Full time ₱30,000 - ₱60,000 per year

About the Company

befree is a globally trusted provider of accounting and finance offshoring solutions. We

blend industry expertise with technology and automation to deliver customised, scalable

support for businesses worldwide.

Headquartered in Gandhinagar, India with clients across Australia, the UK, the US, we help

practices and businesses enhance efficiency, productivity, and continuity through skilled and

certified professionals delivering world-class services.

Our delivery centres across 10 cities in India serve as the backbone of our global service

delivery network.

About the Role

We are seeking an experienced Senior Paraplanner or Senior Support Staff in the Philippines who can independently prepare high-quality advice documents/provide end-to-end administrative support to advisers.

Responsibilities

  • Prepare client review packs, product comparisons, insurance quotes, and fund performance summaries, manage CRM updates, complete implementation tasks and complete any such other administrative tasks given by the adviser.
  • Prepare high-quality Statements of Advice (SOAs), Records of Advice (ROAs), and strategy papers for Australian advisers.
  • Conduct strategy modeling including superannuation, pension, insurance, cashflow, retirement projections, SMSF and investment recommendations.
  • Use adviser CRMs and financial planning software (e.g., Xplan, AdviserLogic, PlutoSoft, Worksorted).
  • Ensure all work complies with Australian financial advice regulations and dealer group guidelines.
  • Review the work of junior paraplanners (optional depending on skill level).
  • Maintain high accuracy, attention to detail, and timely delivery based on SLAs.
  • Work closely with India-based paraplanning teams.
  • Communicate effectively with Australian advisers and support their workflow needs.
  • Proactively identify process improvements or documentation gaps.

Qualifications

  • 2–3+ years of experience as a paraplanner or financial planning support staff.

Required Skills

  • Strong knowledge of Australian superannuation, investments, insurance, and advice regulations.
  • Hands-on experience with Xplan (preferred).
  • Excellent English communication skills, spoken and written.
  • Ability to work independently with minimal supervision.

Preferred Skills

  • Proactive, organised, and problem-solving mindset.
  • Ability to work with multicultural teams (India, Australia).
  • Strong sense of quality and ownership.

Pay range and compensation package

Full-time employment with competitive compensation.

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