We specialise in providing Australian businesses with experience and qualified professionals based in the Philippines. Not only does our team of recruiters have extensive experience in sourcing and recruiting offshore talent we also help Australian businesses implement best practice when it comes to building an offshore team.
ABOUT THE CLIENT:
Our Client is an Australian financial services firm based in Queensland providing personalised financial planning and wealth management advice. They specialise in superannuation investments retirement planning insurance and cashflow and debt management with a strong focus on client-first long-term relationships.
JOB SUMMARY:
We are seeking an experienced Paraplanner to join our financial advice team in a full-time offshore capacity based in the Philippines. This role is suited to a highly organised and detail-oriented professional with strong technical capability and experience supporting Australian Financial Advisers.
The successful candidate will assist in the preparation of high-quality Statements of Advice (SOAs) Records of Advice (ROAs) and research with a particular focus on superannuation and personal insurance advice.
KEY RESPONSIBILITIES:
Prepare compliant and accurate Statements of Advice (SOAs) and Records of Advice (ROAs)
Assist advisers and paraplanners with strategy modelling and product comparisons
Conduct research on superannuation insurance and investment products
Prepare file notes application paperwork and implementation documents
Manage and maintain client records within CRM systems
Liaise with advisers and internal team members to manage workflow and deadlines
Ensure all documentation aligns with Australian compliance and best practice standards
Requirements
Previous experience working as a Paraplanner within Australian financial planning
Strong understanding of superannuation and personal insurance advice
Experience preparing Statements of Advice (SOAs)
Proficient in:
Microsoft Excel
Microsoft Word
CRM systems
Google Workspace
Xplan
Lonsec
Strong written and verbal English communication skills
High attention to detail and ability to work autonomously
Ability to manage multiple tasks and meet deadlines in a fast-paced environment
Highly Regarded:
Experience with retirement planning and wealth accumulation strategies
Understanding of Australian compliance requirements and advice processes
Experience working with Australian financial advisers or licensees
Familiarity with investment platforms and insurance providers
Personal Attributes:
Proactive and solutions-focused
Strong organisational and time management skills
Willingness to learn and adapt
Team-oriented with a positive attitude
Able to identify inconsistencies and escalate issues appropriately
About the Role:
Full-time offshore position based in the Philippines
Long-term opportunity with an established Australian financial planning business
Collaborative and supportive team environment
Opportunity for ongoing development and training
Benefits
Here at Access Offshoring we believe in more than finding our clients the right candidate. We believe in the human perspective. We believe in our candidates and their dreams. We believe in finding the right role for you. We are committed to working for you as much as we work for our clients.
Access Offshoring is dedicated to saving business ownershours by 2031 and we need your help. Transforming the way businesses operate we connect great businesses with amazing offshore talent.
We recognise that we often get more done in our own designed workspace so Access Offshoring offers a complete work from home model. Yep thats right 100% work from home. But wait theres more.
Here are just some of our benefits:
Australian clients and Australian hours (giving you great experience and an early finish!)
Work from Home Allowance
HMO for you AND a dependent
20 Days Annual Leave and 5 Days Sick Leave
Government Statutory Benefits
13th Month Pay
Computer Equipment
Opportunities for growth
And of course a competitive salary
Required Skills:
The ability to read and understand financial documents; Excellent written and verbal communication; Attention to detail in collating information and preparing documentation; IT proficient Microsoft Office & Google Suite & ability to learn our CRM System; High attention to detail; Self-motivated problem solver. Tech Savvy and ability to learn new tools and software quickly - use of Xero or accounting software highly regarded. Project / Coordination experience with the ability to understand complex financial structures Desire to learn and grow within the organization. Has a drive to learn broad skills in a niche market with a client that provides solid investment in your growth. Strong problem solving skills and ability to proactively work towards offering a complete client solution. Background in Finance and or Project Management would be ideal. Strong Administration skills with high level of attention to detail
This is a remote position.ABOUT ACCESS OFFSHORING:We specialise in providing Australian businesses with experience and qualified professionals based in the Philippines. Not only does our team of recruiters have extensive experience in sourcing and recruiting offshore talent we also help Australia...
This is a remote position.
ABOUT ACCESS OFFSHORING:
We specialise in providing Australian businesses with experience and qualified professionals based in the Philippines. Not only does our team of recruiters have extensive experience in sourcing and recruiting offshore talent we also help Australian businesses implement best practice when it comes to building an offshore team.
ABOUT THE CLIENT:
Our Client is an Australian financial services firm based in Queensland providing personalised financial planning and wealth management advice. They specialise in superannuation investments retirement planning insurance and cashflow and debt management with a strong focus on client-first long-term relationships.
JOB SUMMARY:
We are seeking an experienced Paraplanner to join our financial advice team in a full-time offshore capacity based in the Philippines. This role is suited to a highly organised and detail-oriented professional with strong technical capability and experience supporting Australian Financial Advisers.
The successful candidate will assist in the preparation of high-quality Statements of Advice (SOAs) Records of Advice (ROAs) and research with a particular focus on superannuation and personal insurance advice.
KEY RESPONSIBILITIES:
Prepare compliant and accurate Statements of Advice (SOAs) and Records of Advice (ROAs)
Assist advisers and paraplanners with strategy modelling and product comparisons
Conduct research on superannuation insurance and investment products
Prepare file notes application paperwork and implementation documents
Manage and maintain client records within CRM systems
Liaise with advisers and internal team members to manage workflow and deadlines
Ensure all documentation aligns with Australian compliance and best practice standards
Requirements
Previous experience working as a Paraplanner within Australian financial planning
Strong understanding of superannuation and personal insurance advice
Experience preparing Statements of Advice (SOAs)
Proficient in:
Microsoft Excel
Microsoft Word
CRM systems
Google Workspace
Xplan
Lonsec
Strong written and verbal English communication skills
High attention to detail and ability to work autonomously
Ability to manage multiple tasks and meet deadlines in a fast-paced environment
Highly Regarded:
Experience with retirement planning and wealth accumulation strategies
Understanding of Australian compliance requirements and advice processes
Experience working with Australian financial advisers or licensees
Familiarity with investment platforms and insurance providers
Personal Attributes:
Proactive and solutions-focused
Strong organisational and time management skills
Willingness to learn and adapt
Team-oriented with a positive attitude
Able to identify inconsistencies and escalate issues appropriately
About the Role:
Full-time offshore position based in the Philippines
Long-term opportunity with an established Australian financial planning business
Collaborative and supportive team environment
Opportunity for ongoing development and training
Benefits
Here at Access Offshoring we believe in more than finding our clients the right candidate. We believe in the human perspective. We believe in our candidates and their dreams. We believe in finding the right role for you. We are committed to working for you as much as we work for our clients.
Access Offshoring is dedicated to saving business ownershours by 2031 and we need your help. Transforming the way businesses operate we connect great businesses with amazing offshore talent.
We recognise that we often get more done in our own designed workspace so Access Offshoring offers a complete work from home model. Yep thats right 100% work from home. But wait theres more.
Here are just some of our benefits:
Australian clients and Australian hours (giving you great experience and an early finish!)
Work from Home Allowance
HMO for you AND a dependent
20 Days Annual Leave and 5 Days Sick Leave
Government Statutory Benefits
13th Month Pay
Computer Equipment
Opportunities for growth
And of course a competitive salary
Required Skills:
The ability to read and understand financial documents; Excellent written and verbal communication; Attention to detail in collating information and preparing documentation; IT proficient Microsoft Office & Google Suite & ability to learn our CRM System; High attention to detail; Self-motivated problem solver. Tech Savvy and ability to learn new tools and software quickly - use of Xero or accounting software highly regarded. Project / Coordination experience with the ability to understand complex financial structures Desire to learn and grow within the organization. Has a drive to learn broad skills in a niche market with a client that provides solid investment in your growth. Strong problem solving skills and ability to proactively work towards offering a complete client solution. Background in Finance and or Project Management would be ideal. Strong Administration skills with high level of attention to detail
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