Financial Planner

2 days ago

Angeles City, Central Luzon, Philippines Profitmaster Global Outsourcing Full time ₱60,000 - ₱120,000 per year
About the job Financial Planner

We are looking for an experienced and detail-oriented Paraplanner with strong Xplan expertise to join our financial planning support team. This role offers the opportunity to work closely with advisers, providing high-quality technical and administrative support that ensures accurate, compliant, and client-focused advice is delivered every time.

What Youll Be Doing
  • Preparing Statements of Advice (SoAs), Records of Advice (RoAs), and supporting documentation using Xplan.
  • Conducting research and analysis of financial products, strategies, and platforms.
  • Modelling financial scenarios and projections aligned with client objectives.
  • Reviewing and interpreting client data, fact finds, and risk profiles.
  • Ensuring compliance with legislation, industry standards, and internal policies.
  • Collaborating with advisers to clarify requirements and deliver timely advice documents.
  • Maintaining accurate records in Xplan and supporting workflow management.
  • Contributing to reporting and process improvement initiatives.
What Were Looking For
  • Proven experience as a Paraplanner in financial planning or wealth management.
  • Proficiency in Xplan (essential).
  • Strong understanding of financial planning concepts and compliance frameworks.
  • Excellent communication skills, both written and verbal.
  • High attention to detail with strong accuracy in document preparation.
  • Strong organisational and time management skills to meet deadlines.
  • Relevant financial planning qualifications (Diploma of Financial Planning or higher).
Bonus Points If You Have
  • Progress towards an Advanced Diploma of Financial Planning or equivalent.
  • Knowledge of Australian financial services regulations (RG146 compliant).
  • Experience in portfolio management and insurance advice processes.
Why Join Us?

This is an exciting opportunity to be part of a collaborative and professional team where your expertise will directly contribute to positive client outcomes. Youll have the chance to further develop your technical skills, work in a supportive environment, and play a key role in the success of a growing financial advice practice.

Ready to take the next step in your Paraplanning career? Apply now

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