Paraplanner (AU Financial Industry, WFH)

We are seeking a Paraplanner to join our team in the Philippines. The successful candidate will have a Bachelor's degree in a relevant field, minimum 5 years' experience in paraplanning or financial advice support, and proficiency in Microsoft Office and Xplan or CRM platforms.

Requirements

• Bachelor’s degree in a relevant field
• Minimum 5 years' experience in a paraplanning or financial advice support role
• Sound knowledge of Australian financial services, including superannuation, insurance, investments, and regulatory frameworks
• Proficiency in Microsoft Office (Word, Excel, Outlook); exposure to Xplan or CRM platforms is advantageous
• RG146 or a Diploma of Financial Planning
• High ethical standards and attention to client confidentiality
• Prior experience supporting Australian Financial Advisers

Benefits

• WFH
• Medical, Dental Coverage and Life insurance from day 1 of employment
• Paid Vacation and Sick Leave (with Quarterly Sick Leave Conversion)
• Competitive salary package and annual appraisal
• Financial Assistance Program
• Mandatory Government Benefits and 13th Month Pay
• Regular Company Events, Work Life Balance, and Career growth opportunities