Job Description
About the Role:
We are seeking a highly skilled and detail-oriented Financial Paraplanner based in the Philippines to support an Australian financial planning firm. The role involves preparing compliant advice documents, conducting research, and assisting advisers in delivering strategic financial solutions to Australian clients.
The ideal candidate must have strong experience working with Australian financial planning processes and regulations.
Key Responsibilities:
1. Advice Preparation & Strategy Support
Prepare compliant Statements of Advice (SOAs), Records of Advice (ROAs), and Review documents for Australian clients
-Assist advisers in developing strategies relating to:
-Superannuation (including SMSFs)
-Investment planning
-Retirement planning
-Risk insurance (Life, TPD, Income Protection)
-Tax-effective wealth strategies
-Accurately model strategies using Xplan software
2. Research & P...
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