475 Paraplanner jobs in the Philippines

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

We are looking for a self-motivated, highly structured and results driven individual who can contribute to the ongoing growth of our company. A strong commitment to the Consumer Duty principles is essential – putting clients' needs first must be at the heart of everything you do.

The role is expected to focus on report writing, client administration, data analysis, and providing recommendations, while delivering critical support to our Financial Advisers.

Responsibilities:

•Deliver exceptional service to existing clients and prospects (within standard SLA turnaround times).

•Onboarding of clients including the preparation of tailored suitability letters and reports.

•Responsibility for security trading including communication with clients and trustees to ensure a speedy and accurate process.

•Research and evaluate products, providers and investment funds.

•Liaise with 3rd parties to provide solutions for clients and prospects.

•Maintain and update client records.

•Ongoing client reviews.

•Build trusted client relationship that support increased engagement, drive cross-selling initiatives and encourage referral – led business development.

•Portfolio illustrations.

•Take a solutions and consultative approach to ensure prospects'/clients' needs are accurately met.

•At all times provide ethical and best advice in line with best industry practice and achieve good client outcomes in line with Consumer Duty requirements.

•Support all areas of the business as and when this is required.

Get hired & build your career with VBP, a certified Great Place to Work company in the Philippines

The function of a Paraplanner is to allow financial planners to focus on working closely with clients and identify their investment needs. Paraplanning includes analyzing clients' needs, and researching and recommending suitable products aligned to those needs.

Main duties include:

• Fact find input into Financial Planning software.
• Completion of modelling in financial planning software of various strategies.
• Consider the strategies within the confines of legislation to ensure they are allowable and whether the Adviser has missed any opportunities.
• Creation of a Statement of Advice (SoA) document in line with the specifications of the Licensee and Adviser.
• Creation of Executive Summaries to support the SoA.
• Creation of other compliance paperwork to support the SoA.
• Provide feedback to Advisers about any missing compliance documents/ wording that they need to complete in order to have a complete, compliant, client file
• Other Adhoc tasks:
• From time to time we will also ask you to assist with other Admin/ Compliance tasks, these may include:
• Maintain timesheets on all work being completed.
• Provide support to your Pod Manager and Operations Manager as required.
• Consider methods of efficiency that can be shared with your team.
• Always consider room for improvement and how tasks could be completed more efficiently

Successful applicants should:

• A graduate from any four (4) year course; or
• At least 2 years in college with any bachelor's degree with at least two (2) years of working experience
• Customer service
• Office administration and clerical work
• Basic to intermediate MS Outlook, Excel, Word and PowerPoint knowledge

Benefits you and your family can enjoy:

• 500K per incident HMO coverage + Dental & Optical benefits
• 2-week paid Christmas vacation
• Electricity & Data subsidies
• 25K Educational Assistance
• Training and equipment will be provided
• Fixed Schedule of Mon-Fri from 7 AM to 4 PM

Non-negotiable requirements

• Wifi Connection of at least 15 Mbps
• Residence within Cebu and Cagayan de Oro

Position Type:
Full Time

Location:
Philippines (Remote)

Schedule:
Monday-Friday, 9am to 5pm Australian Eastern Standard Time (AEST)

About the Company

Our client, based in Australia, is a leading financial advisory firm that specializes in life insurance advice. They are subject matter experts and are able to deliver industry-leading advice to our clients. This is underpinned by their technical expertise and the experience they provide to their clients.

About the Role

As a Paraplanner, you will be working closely with the Advisors to prepare and implement financial plans for clients.

Our client is seeking to train you to the point where you are an expert on insurance products as well as in preparing advice for clients. This will require strong comprehension, logical reasoning, and analytical skills.

Beyond your experience, we are also looking for someone who is professional and possesses impeccable English language communication skills in both written and verbal.

Responsibilities

• Assist advisors in creating comprehensive financial plans for clients
• Conduct research on insurance products, financial concepts, superannuation, and tax strategies.
• Prepare and analyze financial needs analysis reports to support the development of financial plans. These reports will form the foundation for the advice provided to clients.
• Collaborate with advisors to identify appropriate investment strategies based on client needs and goals
• Attend client meetings with advisors to present and review financial plans
• Work with clients to gather necessary financial information and documents
• Understand and interpret legal documents related to insurance products
• Manage and update client information in the company's database

Competencies and Qualifications

• 3 years of experience as a Paraplanner or in a similar role in the insurance industry is preferred
• Accounting or similar experience is highly advantageous
• Strong numerical and logical reasoning skills
• Good with math and comfortable working with numbers
• Familiarity with legal documents related to insurance products
• A desire to become an expert in both insurance products and advice preparation.
• Excellent command of the English language
• Strong skills in Microsoft Excel and MS Office
• Meticulous attention to detail, especially in calculations and materials prepared
• Self-starter, has the ability to work independently and takes initiative. There are elements to your training that will be expedited if you are able to take initiative with respect to your learning.
• Strong written and verbal communication skills

What We Offer

• 100% Remote Work
• 13th Month Pay
• Healthcare (HMO)
• Comprehensive Fringe Benefits package
• Paid Service Incentive Leave (SIL) upon probationary – 1.25 days per month
• Flexible arrangement allowing worked regular holiday to convert to additional SIL. If this option is exercised then no holiday premium will be payable
• Annual performance appraisal subject for review
• Access to our free Learning and Development programs

Application Process

We understand that searching for a new job can be challenging, and we're here to support you every step of the way. Our goal is to make the process as transparent and respectful as possible.

Typically, the interview process includes a Recruiter Interview, Client Interview, and Practical Test, but this may vary depending on the role. Throughout each stage, we'll keep you informed and provide feedback as quickly as we can, ensuring you feel valued and supported throughout your journey with us.

Senior Paraplanner

Take-home pay PHP 100,000 – 140,000 per month
(dependent on skills, experience, and qualifications).

Paraplanner – Work From Home |
Award-Winning, Tech-Forward Firm

We're an
award-winning Australian Financial Planning firm
with systems built on Salesforce and a strong focus on innovation. We're looking for an experienced Paraplanner
(3+ years in the Australian market)
to join our remote team.

What you'll do:

• Prepare
  SOAs
  from research through to implementation.
• Liaise with planners, clients, super funds, insurers, and platforms.
• Apply detailed technical knowledge SMSF experience required (though not the core focus).
• Great communication
  (written and verbal) is a must.

What we offer:

• Option to be paid as a
  contractor
  for greater control over your remuneration.
• Above-market conditions, bonuses, and career pathways.
• Tech supplied + paid training opportunities.
• Be part of an
  AI-ready business
  with a future-focused role (don't risk losing your job to AI SOA software).

To apply:

Send us:

1. An
   email
   with your experience, platforms/tech you've used, and why you're a great fit. Start the email with "Hello Expert Team," so that we can see your attention to detail.
2. A
   short video introduction
   .

Start (ASAP but we can wait for the ideal candidates if notice period is required).

ZigZag is looking for a Paraplanner to join our team

*You must be willing to work onsite in Ortigas from Monday to Friday from 7am to 4pmManila time

The purpose of this role is to provide quality, compliant and timely statements of advice in accordance with current legislation and licensee requirements.

Responsibilities

• Producing Statements of Advice of varying range of complexity in a timely manner as directed by the Licensee using XPlan and other software as directed by the Licensee.
• Ensure that all time critical advice documents are sent within designated time frames
• Ensure turnaround times and deadlines are appropriately managed.
• Researching existing and potential replacement products in order to prepare the most appropriate recommendations for a client in an advice document, i.e. Product comparisons, insurance analysis.
• Prepare advice in accordance with Best Interest Duty obligations and procedures.
• Able to liaise with the Advice Team to follow up outstanding requirements.
• Provide administrative support to the Senior Financial Planning Administrator, including but not limited to Policy Calls and APU preparations.
• Remain up to date on our approved products and services.
• Regularly review, understand and apply our Licensee standards.
• Where there are team absences due to holidays, illness, provide relief support to those roles, taking on additional tasks and services to ensure the continued operations of the team.

Requirements

• Financial

• Understanding of financial planning and advice documentation (Minimum DFP and RG146)

• Understanding of current legal and industry regulations and frameworks
• Understanding of regulatory and industry obligations Organisation
• Products and services
• XPlan
• XTools+
• Risk Researcher

• WealthSolver § Microsoft Office Suite

• Experience

• At least 3 years financial planning industry experience

• At least 1 year customers service experience
• Strong understanding on the financial planning industry in Australia.

ZigZag is looking for a Paraplanner to join our team

*You must be willing to work onsite in Ortigas from Monday to Friday from 7am to 4pmManila time

*With transportation allowance 

*With signing bonus 

The purpose of this role is to provide quality, compliant and timely statements of advice in accordance with current legislation and licensee requirements.

Responsibilities

• Producing Statements of Advice of varying range of complexity in a timely manner as directed by the Licensee using XPlan and other software as directed by the Licensee.
• Ensure that all time critical advice documents are sent within designated time frames
• Ensure turnaround times and deadlines are appropriately managed.
• Researching existing and potential replacement products in order to prepare the most appropriate recommendations for a client in an advice document, i.e. Product comparisons, insurance analysis.
• Prepare advice in accordance with Best Interest Duty obligations and procedures.
• Able to liaise with the Advice Team to follow up outstanding requirements.
• Provide administrative support to the Senior Financial Planning Administrator, including but not limited to Policy Calls and APU preparations.
• Remain up to date on our approved products and services.
• Regularly review, understand and apply our Licensee standards.
• Where there are team absences due to holidays, illness, provide relief support to those roles, taking on additional tasks and services to ensure the continued operations of the team.

Requirements

• Financial

• Understanding of financial planning and advice documentation (Minimum DFP and RG146)

• Understanding of current legal and industry regulations and frameworks
• Understanding of regulatory and industry obligations Organisation
• Products and services
• XPlan
• XTools+
• Risk Researcher

• WealthSolver § Microsoft Office Suite

• Experience

• At least 3 years financial planning industry experience

• At least 1 year customers service experience

• Strong understanding on the financial planning industry in Australia.

  ZigZag is committed to building a diverse, inclusive, and equitable workplace. We believe that talent knows no borders, and we welcome individuals from all backgrounds to help us shape the future of work. Guided by transparency and agility, we foster an environment where everyone is valued and empowered to thrive.

Who We Are:

We are an Australian Financial Services Group with a network of over 100 Financial Advisors spanning across Australia. Driven by the purpose of empowering our clients through expert Financial Advice, our Advisors collaborate to craft tailored strategies for every stage of our clients' lives, covering areas such as wealth and retirement planning, superannuation, self-managed superfunds, cash flow management, insurance, Centrelink, aged care, and estate planning.

The Position:

Paraplanners are an integral part of the Advice Delivery Team who work with our advice partners to provide quality personal advice documents to achieve an excellent customer experience. The successful candidate will be instrumental to ensuring that advice provided to clients is compliant with industry regulations. As a Paraplanner you will work closely with a network of Financial Advisors, providing quality customised support to meet our clients' needs, ensuring that all activities are undertaken smoothly and efficiently.

Key Responsibilities:

• Client Focus and Managing Relationships

• Strong communication skills and ability to verbalise complex concepts simply.

• Develop effective and active relationships with Advisors and support staff, Professional Standards Team, Paraplanning team and Leadership team.
• Ensure a continuous focus on the end-to-end client experience.

• Ensure that our clients are the focus of everything we do.

• Technical/Compliance

• An understanding of best interest obligations and how they relate to research and supporting documentation.

• Ability to identify, develop and document a range of financial strategies which is clear and concise with a focus on compliance and best interest.
• An existing knowledge of various tax structures, entities, and other complex and comprehensive financial advice strategies.
• Comply with relevant Viridian processes, compliance and legislative requirements including regular quality control testing.

• Productivity and Quality

• Maintain a satisfactory or higher level of productivity and quality as defined by KPI targets.

• Support initiatives that improve our key processes and controls.

Qualifications:

• Previous experience within a Paraplanner role >3 years.
• Appropriate technical and financial planning strategy knowledge (successful completion of a technical test required).
• Previous experience using Xplan software in a Paraplanner role >3 years; including WealthSolver and RiskResearcher.
• Tertiary qualifications in a business-related discipline– Commerce, Finance, Economics, or related field.
• Graduate Diploma in Financial Planning, Advanced Diploma in Financial Planning or equivalent

The role is suitable for motivated individuals who have the necessary skills to 'hit the ground running' and immediately assist with SoA writing. It is for motivated individuals who can communicate complex concepts clearly, enjoy researching and developing advice solutions, and have the clients' best interests as the core of what they do. You would have strong communication skills, exceptional attention to detail and a sound knowledge of best interest obligations.