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Junior Paraplanner
Job Location:
Job Location:
Angeles - Philippines
Monthly Salary:
P 45000 - 60000
Monthly Salary:
Posted:
25 August 2026 (4 days ago)
Posted:
Application Deadline:
22 November 2026
Application Deadline:
Vacancies:
1 Vacancy
Vacancies:
Job Summary
This is a remote position.
Position Title: Junior Paraplanner
Work Set-up: Work From Home
Schedule: Monday Friday 6:00 am 3:00 pm PH Time
Salary: Php 45000 Php 60000
About the Role
Youll be the engine room behind a busy team of Australian financial planners compiling and formatting advice documents ahead of client meetings keeping compliance files complete and audit-ready and following up everything from insurance underwriting to Centrelink applications so nothing falls through the cracks.
Its suited to someone who already understands how an Australian financial planning or professional-services practice runs and can produce accurate client-ready work with minimal oversight.
Youll deepen your hands-on experience with Xplan and the tools financial planners actually use day to day build real depth in Australian financial advice compliance and work directly alongside qualified planners on real client outcomes.
JOB DESCRIPTION FOR JUNIOR PARAPLANNER
Responsibilities as a Junior Paraplanner:
Support Financial Planners with the file prep scheduling and documentation behind every client meeting
Prepare and maintain financial planning advice documents ahead of client meetings
Keep compliance files and client records complete accurate and audit-ready
Track and follow up insurance investment and Centrelink applications so nothing stalls
Handle client phone enquiries professionally recording and routing messages accurately
Support marketing initiatives seminars newsletters website content and client events
Qualifications as a Junior Paraplanner:
1 year of experience in Australian financial planning financial services insurance accounting/professional services or similar administrative support is highly regarded though exceptional candidates without it will also be considered
Strong attention to detail and accuracy this work touches compliance and real client outcomes
Confident written and verbal communication skills
Comfortable working across Microsoft Outlook Word and Excel
Sound judgement comfortable flagging something that doesnt add up rather than pushing it through Exposure to Australian planning requirements NCC and Australian Standards is an advantage.
Previous experience with Development Approval (DA) drawings and construction documentation is desirable but not essential.
Strong communication coordination and time management skills with the ability to work independently in a fast-paced environment.
Preferred:
Previous paraplanning experience or exposure to preparing/reviewing a Statement of Advice (SOA) or Record of Advice (ROA)
Exposure to Xplan or a similar financial planning platform
A degree in Financial Planning Finance Commerce Business Accounting or a related field (completed or in progress)
Your love for Boomering will jump-start with these meaningful engagement activities and perks. Using the concepts and tools of EOS (Entrepreneurial Operating System) Boomering provides a fun rewarding and stimulating environment where work-life balance meets a commitment to foster growth.
Genuinely caring Leadership Team
Competitive salary package
Company-provided full set-up for desktop/laptop with a back-up internet
HMO on the first day of hire
15 Vacation Leaves and 5 Sick Leaves
Annual Performance Reviews
Unlimited Employee Referral Incentives
Employee Loan Facilities
Social Clubs and Interest Workshops
Company events where you get a chance to win amazing prizes and be rewarded for your outstanding performance.
Statutory Benefits: Maternity Paternity and Solo Parent Leaves Magna Carta for Women Retirement Benefits OT and Premium Pays
About Boomering:
Boomering is an ISO-certified leading BPO company in Clark Freeport Zone Pampanga.
Our mission to Enrich Client and Staff Lives through Simple and Smart Offshoring Solutions and our S.T.E.P. Core Values (Service Transparency Excellence and Partnership) are the framers of our continuing success.
Providing equal opportunities and a collaborative culture of excellence Boomering is not just your average BPO. We are here to make a difference.
Future-proof your career and pursue your passion with Boomering! We want career thrill-seekers who are committed to growth as much as we are.
Website:
Career Portal: and LinkedIn: Boomering Inc.; Boomering Careers
Work Set-up: Work From Home
Schedule: Monday Friday 6:00 am 3:00 pm PH Time
Salary: Php 45000 Php 60000
About the Role
Youll be the engine room behind a busy team of Australian financial planners compiling and formatting advice documents ahead of client meetings keeping compliance files complete and audit-ready and following up everything from insurance underwriting to Centrelink applications so nothing falls through the cracks.
Its suited to someone who already understands how an Australian financial planning or professional-services practice runs and can produce accurate client-ready work with minimal oversight.
Youll deepen your hands-on experience with Xplan and the tools financial planners actually use day to day build real depth in Australian financial advice compliance and work directly alongside qualified planners on real client outcomes.
JOB DESCRIPTION FOR JUNIOR PARAPLANNER
Responsibilities as a Junior Paraplanner:
Support Financial Planners with the file prep scheduling and documentation behind every client meeting
Prepare and maintain financial planning advice documents ahead of client meetings
Keep compliance files and client records complete accurate and audit-ready
Track and follow up insurance investment and Centrelink applications so nothing stalls
Handle client phone enquiries professionally recording and routing messages accurately
Support marketing initiatives seminars newsletters website content and client events
Qualifications as a Junior Paraplanner:
1 year of experience in Australian financial planning financial services insurance accounting/professional services or similar administrative support is highly regarded though exceptional candidates without it will also be considered
Strong attention to detail and accuracy this work touches compliance and real client outcomes
Confident written and verbal communication skills
Comfortable working across Microsoft Outlook Word and Excel
Sound judgement comfortable flagging something that doesnt add up rather than pushing it through Exposure to Australian planning requirements NCC and Australian Standards is an advantage.
Previous experience with Development Approval (DA) drawings and construction documentation is desirable but not essential.
Strong communication coordination and time management skills with the ability to work independently in a fast-paced environment.
Preferred:
Previous paraplanning experience or exposure to preparing/reviewing a Statement of Advice (SOA) or Record of Advice (ROA)
Exposure to Xplan or a similar financial planning platform
A degree in Financial Planning Finance Commerce Business Accounting or a related field (completed or in progress)
Your love for Boomering will jump-start with these meaningful engagement activities and perks. Using the concepts and tools of EOS (Entrepreneurial Operating System) Boomering provides a fun rewarding and stimulating environment where work-life balance meets a commitment to foster growth.
Genuinely caring Leadership Team
Competitive salary package
Company-provided full set-up for desktop/laptop with a back-up internet
HMO on the first day of hire
15 Vacation Leaves and 5 Sick Leaves
Annual Performance Reviews
Unlimited Employee Referral Incentives
Employee Loan Facilities
Social Clubs and Interest Workshops
Company events where you get a chance to win amazing prizes and be rewarded for your outstanding performance.
Statutory Benefits: Maternity Paternity and Solo Parent Leaves Magna Carta for Women Retirement Benefits OT and Premium Pays
About Boomering:
Boomering is an ISO-certified leading BPO company in Clark Freeport Zone Pampanga.
Our mission to Enrich Client and Staff Lives through Simple and Smart Offshoring Solutions and our S.T.E.P. Core Values (Service Transparency Excellence and Partnership) are the framers of our continuing success.
Providing equal opportunities and a collaborative culture of excellence Boomering is not just your average BPO. We are here to make a difference.
Future-proof your career and pursue your passion with Boomering! We want career thrill-seekers who are committed to growth as much as we are.
Website:
Career Portal: and LinkedIn: Boomering Inc.; Boomering Careers
