AU Paraplanner
Philippines
Permanent / Full Time
In this role, you will play a key part in supporting our advisers by preparing high-quality financial advice documents, conducting research and analysis, and ensuring advice strategies are implemented efficiently. This position is ideal for someone with strong technical skills, attention to detail, and a commitment to delivering excellent outcomes for clients.
Duties and Responsibilities:
- Prepare financial planning documents including Statements of Advice (SOAs), Records of Advice (ROAs), and supporting implementation forms
- Conduct research on superannuation, investments, insurance, and other financial products to support advice strategies
- Model client strategies and prepare projections using financial planning software
- Ensure advice documents and strategies are compliant with regulatory and licensee standards
- Maintain accurate and up-to-date client information in our systems (e.g. Xplan)
- Liaise with advisers to clarify strategy requirements and confirm advice outcomes
- Work collaboratively with client service staff to ensure smooth implementation of advice
- Assist with ongoing process improvement and contribute to team development
- Maintain professionalism and confidentiality when handling sensitive client information
Requirements:
- Candidate must possess at least a Bachelor's Degree, Post Graduate Diploma or Professional
Degree - At least 2 years of working experience in the Australian financial planning industry is required for this position
- Previous experience with financial planning CRMs such as XPLAN is highly regarded
- Proficient in using Microsoft Office Suite (Word, Excel, and PowerPoint)
- Exceptional organizational and time management skills
- Attention to detail and high level of accuracy in work
- Excellent communication and interpersonal skills
Location: Global One Building, Eastwood, Libis, Quezon City
Schedule: Monday to Friday, AU (7:00 AM to 3:00 PM MNL)
Work Arrangement: Primarily onsite with hybrid or work from home options available for the right candidate
Join Frontline Accounting and be part of our team to Embrace the Future Ahead: Where Possibilities Begin!
