Job Description
Senior Paraplanner- WFH!
๐ฐ Take-home pay PHP 100,000 โ 150,000 per month! (dependent on skills, experience, and qualifications).
๐ Paraplanner โ Work From Home | Award-Winning, Tech-Forward Firm
Weโre an award-winning Australian Financial Planning firm with systems built on Salesforce and a strong focus on innovation. Weโre looking for an experienced Paraplanner with relevant qualifications in Financial Planning or Accounting (min 3+ years in the Australian market) to join our remote team.
What youโll do:
- Prepare SOAs from research through to implementation.
- Liaise with planners, clients, super funds, insurers, and platforms.
- Update CRM and workflows
- Apply detailed technical knowledge SMSF experience required (though not the core focus).
- Great communication (written and verbal) is a must.<...
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