Job Description

Senior Paraplanner- WFH!

๐Ÿ’ฐ Take-home pay PHP 100,000 โ€“ 150,000 per month! (dependent on skills, experience, and qualifications).

๐Ÿš€ Paraplanner โ€“ Work From Home | Award-Winning, Tech-Forward Firm

Weโ€™re an award-winning Australian Financial Planning firm with systems built on Salesforce and a strong focus on innovation. Weโ€™re 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 youโ€™ll 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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