Job Description
Job Description 1: Senior Support Staff / Senior Paraplanner (Philippines)
Organization: Befree Ltd
Position Title:
Senior Advice Support Specialist / Senior Paraplanner
Location:
Philippines (Remote or Office-Based)
Employment Type:
Full-time
Reports To:
Operations Manager – India
Industry:
Australian Financial Planning
Shift Timing:
6 AM to 3 PM (Philippines time)
About the Role
We are a fast-growing offshore paraplanning and advice support firm working with financial advisers across Australia. We are seeking an experienced
Senior Paraplanner or Senior Support Staff
in the Philippines who can independently prepare high-quality advice documents/provide end-to-end administrative support to advisers.
Key Responsibilities
Technical & Paraplanning Work
- Prepare client review packs, product comparisons, insurance quotes, and fund performance summaries, manage CRM updates, comp...
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