AU Paraplanner

3 days ago

Cebu City, Central Visayas, Philippines Koruna Assist Pty Ltd Full time ₱900,000 - ₱1,200,000 per year

Koruna Assist Back Office Solution Inc.

Website:

Working Hours: Regular hours, Mondays-Fridays, 7 am–4 pm (Fixed day-shift and weekends off)

Benefits and perks:

  • 200K HMO w/ Dental Coverage (1 free Maxicare Dependent for 1 year and older, 25% for those less than 1 year.)
  • Annual Physical Check-up and Wellness Package
  • Competitive Salary (6 months increase and yearly appraisal)
  • Optical Perks
  • Miscellaneous allowance
  • Incentives + Bonuses
  • Attendance Bonus
  • Perfect Attendance Rewards
  • 20 paid days off + Birthday Leave
  • 2 weeks paid off over Christmas
  • Complete WFH set-up and internet subsidy within Metro Cebu only
  • Fun Fridays and Positive Work Culture
  • Opportunity for career growth and Training and development opportunities

Job Qualifications:

  • Strong attention to detail and accuracy
  • Excellent communication skills (written and verbal)
  • Above average grades and ability to understand and Australian finance regulations and concepts.
  • Ability to manage multiple tasks efficiently and autonomously
  • Have a sound understanding of financial planning concepts and strategies
  • Advanced knowledge of Excel and Microsoft Office
  • Proficient using XPLAN
  • Excellent time management skills and ability to meet strict deadlines for multiple tasks efficiently and autonomously

Job Responsibilities:

  • Prepare ROAS - these are usually just basic investment switching, although on some occasions, there may be a need for additional advice to be included.
  • Prepare SOAS - these will likely be simple, like product switching or contribution advice, but they might become more complex over time as you get more familiar with the business.
  • Prepare strategy documents - these are usually summary documents that we discuss with the client pre-advice that outline how we can assist them
  • Prepare and assist with calculations to support recommendations/SOAS/ROAS/strategy documents, etc.
  • Research strategies and/or legislation around financial planning concepts. Assist the admin team with other tasks as needed - this would probably be preparing reviews in periods where we are really busy but could include other tasks as well.

Head over to or send your updated resume to to apply

  • Australian Paraplanners

    7 days ago

    Cebu City, Central Visayas, Philippines VA PLATINUM PTY LTD INC. Full time ₱300,000 - ₱450,000 per year

    Do you have experience as a Paraplanner supporting an Australian Financial Planning company?Are you proficient in either XPlan or AdviserLogic?Are you proficient in preparing compliant Statements of Advice (SoAs)?Be at the heart of our financial planning teamAbout the RoleAs a Paraplanner, you will focus on comprehensive research, report preparation, and...

  • Australian Paraplanners

    7 days ago

    Cebu City, Central Visayas, Philippines VA PLATINUM PTY LTD INC. Full time ₱40,000 - ₱60,000 per year

    Do you have experience as a Paraplanner supporting an Australian Financial Planning company?Are you proficient in either XPlan or AdviserLogic?Are you proficient in preparing compliant Statements of Advice (SoAs)?Be at the heart of our financial planning teamAbout the RoleAs a Paraplanner, you will focus on comprehensive research, report preparation, and...

  • Australian Paraplanners

    7 days ago

    Cebu City, Central Visayas, Philippines VA Platinum Full time ₱90,000 - ₱120,000 per year

    Do you have experience as a Paraplanner supporting an Australian Financial Planning company?Are you proficient in either XPlan or AdviserLogic?Are you proficient in preparing compliant Statements of Advice (SoAs)?Be at the heart of our financial planning teamAbout the RoleAs a Paraplanner, you will focus on comprehensive research, report preparation, and...

  • Paraplanner (AU)

    3 days ago

    Angeles City, Central Luzon, Philippines Emapta Global Full time ₱800,000 - ₱960,000 per year

    As a Paraplanner, you will play a pivotal role in the financial advisory process by undertaking diverse responsibilities. This includes the meticulous construction of Statements of Advice (SOA) documents that encompass a broad spectrum of financial strategies.What awaits you in this role?Construct Statements of Advice (SOA) documents across a broad spectrum...

  • Australian Financial Planning Admin

    3 days ago

    Cebu City, Central Visayas, Philippines VA PLATINUM PTY LTD INC. Full time ₱40,000 - ₱60,000 per year

    Looking to continue your career in AU Financial Planning?Are you proficient in XPlan?Have an interest in implementation advise and preparing RoAs?Grow your career with usAbout the RoleYou will support our Australian Financial Planning clients and their businesses directly. Our clients are seeking the next set of superstars to train and grow alongside their...

  • AU SMSF Accountant

    7 days ago

    Cebu City, Central Visayas, Philippines VA Platinum Full time ₱40,000 - ₱60,000 per year

    Are you an SMSF Accountant with a keen eye for detail and a knack for precision?Do you thrive when working with BGL 360 or Class Super, or both?Take the next step Apply nowAbout the RoleAs an SMSF Accountant, you'll be at the heart of our clients Self-Managed Super Fund operations. From preparing financial statements to ensuring compliance with Australian...

  • Australian Mortgage Broking Admin

    4 days ago

    Cebu City, Central Visayas, Philippines VA PLATINUM PTY LTD INC. Full time ₱40,000 - ₱60,000 per year

    Do you have Australian end-to-end Loan processing experience?Used tools like MyCRM, Nexus, Infinyty or FLEX?Have an interest in becoming a Parabroker or a Credit Analyst in the future?If you're committed to growing your career in AU Mortgage Broking, we want youAbout the roleThe Mortgage Broking Admin involves managing client documentation, supporting loan...

  • Australian Accountants

    4 days ago

    Cebu City, Central Visayas, Philippines VA PLATINUM PTY LTD INC. Full time ₱1,200,000 - ₱2,400,000 per year

    Are you proficient with Australian tax returns?Do you have a strong command of Xero accounting software?Elevate your career with us and contribute to financial success. Ready to apply?Join VA Platinum as an AU AccountantAbout the RoleAs an Australian Accountant, you will play a key role in managing financial records, ensuring compliance with Australian...

  • Australian Mortgage Broking Credit Analyst

    4 days ago

    Cebu City, Central Visayas, Philippines VA PLATINUM PTY LTD INC. Full time ₱1,200,000 - ₱2,400,000 per year

    Do you have AU Mortgage Broking Support experience?Used tools like MyCRM, Nexus, Infinyty or FLEX?Ready to be a fully committed Credit Analyst?Join VA Platinum as an AU Credit AnalystAbout the roleThe Australian Credit Analyst shall be assisting the brokers in handling the Australian client's applications and needs, coordinating between parties to ensure an...

  • Australian Mortgage Broking Loan Processor

    7 days ago

    Cebu City, Central Visayas, Philippines VA Platinum Full time ₱1,200,000 - ₱2,400,000 per year

    Do you have Australian end-to-end Loan processing experience?Used to processing through AOL or any Loan Processing Application?Grow your career in AU Mortgage Broking with usAbout the roleYou'll play a key role in supporting brokers, handling self-employed clients, managing loan documents, and analyzing financials while working with a team that values...