Paraplanner

Are you keen to grow your career with a organization that drives digital campaigns and automation for a forward-thinking financial services firm transforming client engagement?

The Opportunity

In this role, you'll embrace the services of specialist solicitors, accountants, bankers, and stockbrokers across the  Australia market.

Why join us?

• Proudly Great Place to Work® certified
• Celebrate globally: Company trips (2025: Hong Kong, 2024: Thailand), Culture Champs, Year-end parties, leadership awards & more
• Grow with stability: 100+ in our 10-Year Club by 2025
• Dynamic talent network: 2,000+ across APAC and beyond
• Competitive compensation with annual reviews
• Comprehensive medical care for you and your family
• Generous paid leave because work-life balance matters
• Level up with LinkedIn Learning and tailored training

Staff Testimonial

“Working for the best client and loving what you do makes everything enjoyable at work.”- Senior Broker, ASW Philippines.

What You’ll Do

• Develop financial strategies to meet client’s objectives based on the existing situation of clients.
• Work with the Client Service Manager and Advisers to prepare the financial strategy based on the information provided and research completed.
• Required to prepare Compliant Advise Documents (SoA, RoA) using Xplan
• Ad-hoc completion of basic administrative tasks and updating client information via Xplan
• Conducting research for investment/insurance recommendations while working closely with Fund Managers, Insurance/superannuation/Platform Providers

Key Criteria

• MUST have a min of 2 years of working experience as a Paraplanner
• Ability to develop a working knowledge of the Australian Superannuation, Financial Planning and Taxation System.
• MUST have experience using Xplan
• Comprehensive verbal and written English skills.
• Driven, proactive and able to work independently.

Work setup

• Manila (BGC, Taguig): Australian hours (6am–3pm PH local time) with onsite for first 2 weeks and transition to hybrid (once a month onsite)

#LI-IJ1