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AP - Paraplanner | AU/NZ (Remote)

Open 14d

Note: This is for active pooling purposes only. Submitting your application does not guarantee employment. Your details will be kept on file and considered for future opportunities as they become available.

We are seeking a dedicated and detail-oriented Paraplanner to join our team at D2B. In this remote role, you will support financial advisers by preparing comprehensive financial plans, conducting research, and ensuring all documentation aligns with client goals and regulatory requirements across Australia/New Zealand clients.

With a strong focus on accuracy and efficiency, you will assist in developing Statements of Advice (SOAs), Record of Advice (ROAs), and strategy recommendations, while analyzing client data and financial positions. You will play a key role in ensuring compliance, maintaining documentation standards, and supporting advisers in delivering high-quality, tailored financial advice.

Position: Paraplanner

Salary: PHP 50,000 - PHP 70,000/month

Working Hours & Conditions: AU/NZ business hours; Mondays to Fridays, 6:00AM to 3:00PM PH Time; full-time (remote)

Holidays: TBD


Responsibilities:

  • Prepare Statements of Advice (SOAs) and Records of Advice (ROAs) in line with Australian/New Zealand compliance standards
  • Conduct research on financial products, strategies, and market trends to support adviser recommendations
  • Analyze client data, including assets, liabilities, cash flow, and risk profiles
  • Assist in developing tailored financial strategies across superannuation, investments, insurance, and retirement planning
  • Ensure all documentation is accurate, compliant, and aligned with client objectives
  • Liaise with financial advisers, administrators, and external providers to gather required information
  • Review and update existing financial plans as part of ongoing client servicing and annual reviews
  • Maintain client records and ensure proper documentation in CRM systems
  • Support advisers in preparing client presentations and review packs
  • Stay up to date with regulatory changes and industry best practices in AU/NZ financial planning

Requirements

Qualifications:

        • 2 years of proven experience as a Paraplanner or in a similar financial planning support role (AU/NZ experience is mandatory)
        • Strong understanding of financial planning concepts including superannuation, investments, insurance, and retirement strategies
        • Experience in preparing SOAs and ROAs
        • Familiarity with AU/NZ compliance and regulatory requirements (e.g., ASIC guidelines)
        • Proficiency in financial planning software and CRM systems (e.g., Xplan, AdviserLogic, Midwinter)
        • Excellent analytical skills with strong attention to detail
        • Strong written and verbal communication skills
        • Ability to manage multiple tasks and meet deadlines in a fast-paced environment
        • High level of organization and commitment to accuracy

Benefits

Benefits

  • Competitive salary based on experience and skill set
  • 100% remote role — work from home anywhere in the Philippines
  • Paid local holidays aligned with the Australian business calendar
  • Opportunities for training and professional growth
  • Work directly with a supportive Australian team — no agency middleman
  • Long-term engagement with a stable and growing business
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What this application asks

workable

First name, Last name, Email, Phone, Resume

  • Do you have hands-on experience supporting financial advisers within the Australian or New Zealand market, particularly in preparing Statements of Advice (SOAs) and Records of Advice (ROAs) across areas such as superannuation, investments, insurance, and retirement planning? yes / no
  • Which company did you work for where you supported Australian or New Zealand financial advisers, particularly in preparing Statements of Advice (SOAs) and Records of Advice (ROAs) across areas such as superannuation, investments, insurance, and retirement planning? written answer
  • How many years of experience do you have in paraplanning or financial planning support, particularly within the Australian or New Zealand market? written answer
  • Which financial planning or adviser platforms are you proficient in using (e.g., Xplan, AdviserLogic, Midwinter, COIN, NumberWise, Voyant, or other SOA/ROA preparation tools)?
  • Can you please briefly describe your hands-on experience with Xplan, AdviserLogic, Midwinter, COIN, NumberWise, Voyant, or other SOA/ROA preparation tools? written answer
  • Which CRM tools are you proficient with (e.g., Hubspot, Monday.com, GoHighLevel, Zoho, Salesforce, Pipedrive, etc.)? written answer
  • Which Australian and New Zealand financial planning compliance and regulatory requirements do you have hands-on experience with (e.g., ASIC guidelines, FASEA Code of Ethics, Best Interests Duty, disclosure requirements, SOA/ROA compliance, and record-keeping standards)? written answer
  • Are you a Filipino citizen currently residing in the Philippines? yes / no
  • Do you understand and agree that this job posting is part of a talent pool and does not guarantee an immediate offer of employment? By applying, you acknowledge that your details will be considered for future opportunities as they become available. yes / no
  • What is your expected monthly salary? written answer
  • If successful, when are you available to start this role? written answer

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