Philippines onlyWe are looking for a skilled Para Planner to support financial planners in preparing Statements of Advice, Records of Advice, and review documents, ensuring accuracy and compliance with regulatory and licensee requirements.
Requirements
- Previous experience in an Australian financial planning para planning or advice support role
- Strong attention to detail and ability to work under pressure
- Excellent organizational and time management skills
- Strong written and verbal communication skills
- Ability to work collaboratively within a team environment
- Proficiency in using CRM and financial planning software, Microsoft Office, and Google Workspace
- Understanding of Australian financial planning processes, FASEA standards, and licensee requirements
- Working knowledge of superannuation, investment, insurance, and retirement planning concepts
Benefits
- 13th month pay
- Health coverage
- Paid annual & sick leaves
AU and PH only