Remote Paraplanner Opportunity | d2b-1

d2b-1Remote — Metro Manila, Philippines

Remote Full-time PHP 50K/mo - PHP 70K/mo

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Experience Level

Experience

Qualifications

Minimum of 2 years of experience as a Paraplanner or in a comparable financial planning support position (experience with AU/NZ regulations is essential). Strong comprehension of financial planning concepts, including superannuation, investments, insurance, and retirement strategies. Experience in preparing SOAs and ROAs. Familiarity with AU/NZ compliance and regulatory requirements (e.g., ASIC guidelines). Proficient in financial planning software and CRM systems (e.g., Xplan, AdviserLogic).

About the job

Note: This position is for active pooling purposes only. Submitting your application does not guarantee employment. Your details will be retained and considered for future opportunities as they arise.

We are actively seeking a meticulous and motivated Paraplanner to become a vital part of our team at d2b-1. In this fully remote role, you will provide essential support to financial advisers by crafting detailed financial plans, conducting thorough research, and ensuring that all documentation meets client expectations and complies with regulatory standards pertinent to our clients in Australia and New Zealand.

Your role will emphasize accuracy and efficiency as you assist in creating Statements of Advice (SOAs), Records of Advice (ROAs), and strategic recommendations. You will also analyze client data and financial situations, playing a crucial part in ensuring compliance, maintaining documentation integrity, and aiding advisers in delivering exceptional, customized financial advice.

Position: Paraplanner

Salary: PHP 50,000 - PHP 70,000/month

Working Hours & Conditions: AU/NZ business hours; Mondays to Fridays, 6:00 AM to 3:00 PM PH Time; full-time (remote)

Holidays: To be determined.

Key Responsibilities:

Draft Statements of Advice (SOAs) and Records of Advice (ROAs) in compliance with Australian/New Zealand standards.
Conduct research on financial products, strategies, and market dynamics to bolster adviser recommendations.
Analyze client financial data, including assets, liabilities, cash flow, and risk assessments.
Assist in formulating bespoke financial strategies across superannuation, investments, insurance, and retirement planning.
Ensure all documentation is precise, compliant, and aligned with client objectives.
Collaborate with financial advisers, administrators, and external partners to gather necessary information.
Review and update existing financial plans as part of ongoing client support and annual evaluations.
Maintain client records and documentation standards within CRM systems.
Support advisers in preparing presentations and review materials for clients.
Stay informed about regulatory changes and industry best practices in AU/NZ financial planning.

Qualifications:

Minimum of 2 years of experience as a Paraplanner or in a comparable financial planning support position (experience with AU/NZ regulations is essential).
Strong comprehension of financial planning concepts, including superannuation, investments, insurance, and retirement strategies.
Experience in preparing SOAs and ROAs.
Familiarity with AU/NZ compliance and regulatory requirements (e.g., ASIC guidelines).
Proficient in financial planning software and CRM systems (e.g., Xplan, AdviserLogic).

About d2b-1

d2b-1 is dedicated to providing high-quality financial services, focusing on accuracy and regulatory compliance to support our clients in Australia and New Zealand. We pride ourselves on fostering a collaborative environment where our team can thrive and deliver tailored financial solutions.

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Operations Specialist I

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Freelance Investment Operations Specialist

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