Junior Paraplanner
Posted 14hrs ago
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Job Description
Junior Paraplanner supporting Australian financial planners with compliant advice documents and client applications. Maintaining audit-ready files while working remotely for a Philippines-based employer.
Responsibilities:
- Support Financial Planners with file preparation, scheduling and documentation behind every client meeting
- Prepare and maintain financial planning advice documents ahead of client meetings
- Keep compliance files and client records complete, accurate and audit-ready
- Track and follow up insurance, investment and Centrelink applications
- Handle client phone enquiries professionally, recording and routing messages accurately
- Support marketing initiatives including seminars, newsletters, website content and client events
- Work directly alongside qualified Australian financial planners on real client outcomes
- Build hands-on experience with Xplan and Australian financial advice compliance
Requirements:
- 1+ year of experience in Australian financial planning, financial services, insurance, accounting/professional services or similar administrative support is highly regarded — exceptional candidates without it will also be considered
- Strong attention to detail and accuracy
- Confident written and verbal communication skills
- Comfortable working across Microsoft Outlook, Word and Excel
- Sound judgement and ability to flag discrepancies
- Previous paraplanning experience, or exposure to preparing/reviewing a Statement of Advice (SOA) or Record of Advice (ROA) preferred
- Exposure to Xplan or a similar financial planning platform preferred
- Degree in Financial Planning, Finance, Commerce, Business, Accounting or a related field preferred; completed or in progress
- Exceptional graduates are welcome to apply
Benefits:
- HMO coverage from Day 1
- 20 days paid leave per year — 15 annual leave + 5 sick leave, accruing from Day 1
- 13th month pay
- Annual salary and performance review
- Comprehensive training and ongoing professional development
- Regular staff events and team activities
- Government-mandated benefits
- Complete WFH equipment provided — company laptop and all equipment required for your role
- Full-time, permanent employment
- Local Philippines employment contract
- Real job security and genuine career progression
- Support structure for employees
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