0 Paraplanner jobs in the Philippines

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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

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

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.

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.

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.

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 of financial strategies.
• Assist Advisers proactively in managing clients' affairs.
• Maintain a commitment to the highest compliance standards.
• Perform ongoing client maintenance, prepare for annual progress meetings, and manage/prepare any compliance obligations and reviews.
• Develop and manage internal relationships with Advisers and key external service providers to create and maintain administrative and operational efficiencies.
• Support a team of professional advisers by preparing high-quality strategic advice.
• Assist in the proactive management of client affairs.

What's required to get hired?

• Experienced Paraplanner (2+ years) with a genuine passion for delivering exceptional client outcomes.
• Tertiary Education in an area complementary to the role.
• Experience in Xplan and Office365 would be highly desirable.
• Experienced in creation of advise documents such as Statements of Advise and Records of Advise.
• Preferably has RG 146 certification or Advanced Diploma in Paraplanning.
• Strong organizational skills.
• High attention to detail.
• Ability to work both autonomously and with multiple stakeholders.
• Must be willing to work on a Hybrid Setup in Clark, Pampanga.
• Must be willing for a 1-Month Onsite Training in Clark.
• Willing to work on a Day Shift.

Job Types: Full-time, Permanent

Pay: Php40, Php80,000.00 per month

Benefits:

• Health insurance
• Work from home

Experience:

• Paraplanning: 1 year (Required)
• Creation of Statements of Advise: 1 year (Required)
• XPLAN: 1 year (Preferred)
• Creation of Records of Advise: 1 year (Preferred)

License/Certification:

• RG 146 certification or Advanced Diploma of Paraplanning (Preferred)

Work Location: In person

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

PARAPLANNER
Location
: Philippines (Onsite)

Shift
: Mondays to Fridays, 7:00 AM to 4:00 PM

Unlock your potential
At TOA Global, we have a deep commitment to empowering individuals to excel in their enterprises, careers, and communities. Our global footprint stretches across Australia, New Zealand, North America, Philippines, South Africa, and South America, supporting our global clients in the accounting industry.

About this role…

We are seeking a detail-oriented and experienced Paraplanner to support our financial advisers in delivering high-quality financial planning advice to clients. The ideal candidate will have hands-on experience in paraplanning within the Australian market, strong technical knowledge, and the ability to prepare comprehensive documentation such as ROAs and SOAs.

What You'll Be Doing

• Prepare polished, compliant Statements of Advice (SOAs) and Records of Advice (ROAs) for diverse client portfolios, under Australian regulatory standards.
• Perform financial modelling and scenario analysis (cash flow, investment projections, retirement and superannuation projections, insurance strategies).
• Research and evaluate products, investment, insurance, superannuation, and structure options; identify best fit options for clients.
• Maintain and update client data using tools/systems like Xplan, Adviser Logic, and other planning software; ensure all data and documents are accurate.
• Collaborate with advisers: review meeting notes, provide input, prepare pre-meeting technical materials, and support advice implementation.
• Ensure compliance with relevant regulations (ASIC/RG146 etc.), internal quality standards, and best interest obligations.
• Manage multiple advice projects, deadlines and document revisions; give attention to detail in every deliverable.

What We're Looking For

• Experience: Minimum of 1-2 years in Australian paraplanning or financial planning support; hands-on experience with SOAs & ROAs.
• Technical Skills: Proficient in Xplan and Adviser Logic systems (or similar), strong Excel financial modelling skills.
• Soft Skills: Excellent written & verbal communication; strong analytical thinking; high attention to detail; able to juggle multiple tasks and meet tight deadlines.
• Mindset: Self-motivated, ethically minded, keen to learn and take ownership; driven to improve quality and strive for excellence.

Why TOA Global?

Because we believe in building careers, not just filling roles. Here's what you'll get:

• Competitive pay aligned to your qualifications and experience.
• Comprehensive health & life insurance.
• 21 days annual paid leave.
• Annual performance review + salary increase.
• Recognition programs for tenure and high achievement.
• Support for continuing education & certifications (e.g. Advanced Diplomas, CPD, etc.).
• Comfortable & fun workplace: free coffee/chocolate drinks, breakout room with billiards, table tennis or foosball.
• On-site perks: free & convenient parking.
• A supportive, diverse, high-achieving team with strong values and work-life balance.

Our Values (Why They Matter)

• Be Awesome
  : We uplift each other, recognise outstanding performance, and make work an enjoyable place.
• Keep It Real
  : Openness, accountability, compassion - these are non-negotiable.
• Bring the WOW
  : We deliver beyond expectations; we sweat the details.
• Dream Big
  : Growth mindset, always learning; big goals, constant improvement.

Precision Meets Progress in the Financial World

This is your chance to be the driving force behind financial strategies that power heavy industries worldwide. From modeling investments to fine-tuning advice, take your planning skills to the next level.

Job Description

As an AU Paraplanner, you will prepare precise and compact Statements of Advice, model financial strategies, and support advisors through Xplan expertise. You'll ensure compliance while contributing to high-level planning in collaboration with a global team of financial professionals.

Job Overview:

Employment type: Full-Time

Shift: Day Shift

Work setup: Hybrid, Makati or Cebu

Exciting Perks Await

• Day 1 HMO coverage with free dependent
• Competitive Salary Package
• Hybrid work arrangement
• Prime office location in Makati and Cebu (Easy access to MRT stations, restaurants, and banks)
• Day shift schedule
• Unlimited upskilling through Emapta Academy courses (Want to know more? Visit )
• Free 24/7 access to our office gyms (Ortigas and Makati) with a free physical fitness trainer
• Exclusive Emapta Lifestyle perks (hotel and restaurant discounts, and more)
• Unlimited opportunities for employee referral incentives across the organization
• Standard government and Emapta benefits
• Total of 20 annual leaves to be used on your own discretion (including 5 credits convertible to cash)
• Fun engagement activities for employees
• Mentorship and exposure to global leaders and teams
• Career growth opportunities
• Diverse and supportive work environment

The Qualifications We Seek

• Minimum 3-5 years of paraplanning experience, ideally with Australian (AU) exposure
• RG 146 accreditation is a plus, not a requirement
• Bachelor's degree in Financial Management or related course
• Advanced Xplan experience preferred
• Exposure to adviser strategy discussions is advantageous
• Strong communication skills (email and phone) with advisers
• Experience in insurance pre-assessment

Additional Qualifications:

• Excellent customer service, written, and verbal skills
• Ability to work independently with minimal supervision
• High attention to detail
• Strong organizational and time management skills

Your Daily Tasks

• Write compact Statements of Advice and perform financial modelling, including SMSF, Trust, and Company structures
• Ensure compliance with relevant legislation and regulations
• Lead or manage small teams when needed
• Utilize full Xplan capabilities for planning and reporting
• Communicate effectively in writing and verbally with advisers

About the Client

AFPG is a privately owned, Australian financial services provider, leading the way in holistic attention to your financial needs. Operating nationally, under our own financial services and credit licenses, we are not owned by any large financial institutions. We offer you access to a wide range of the best financial products, suitable to your individual circumstances.Our team of financial advisers, lending experts, and accountants, have years of experience and technical ability, and are passionate about delivering results.AFPG believe in putting your needs first. We will care for the whole of your financial wellbeing, tax and investment needs and work with you toward a tailored and complete solution including financial planning, tax planning, wealth protection, real estate investment and a broad range of investment products integrated seamlessly into our service. Whether you are saving to purchase a first home, retiring, or want a comprehensive strategy to build and protect your wealth, our goal is to provide you with a better financial future.

Who Are We

Join a team that values camaraderie, excellence, and growth. Recognized as one of the Top 20 Dream Companies of Filipinos in 2024, Emapta stands proudly alongside industry giants, offering stability and exciting career opportunities. Your career flourishes here with competitive compensation, international clients, and a work culture focused on collaboration and innovation. We empower your success with opportunities for personal and professional development in an inclusive environment. Apply now and be part of the #EmaptaEra