Job Description
Schedule
Between 6:00 AM - 3:00 PM PHT.
What we’re looking for
- Demonstrated experience in Australian financial planning/paraplanning.
- Proficiency using financial platforms such as Plutosoft, CRM (specify which ones), Xplan/AdviserLogic/Midwinter; strong Excel/Sheets.
- Impeccable data accuracy, file notes, and record‑keeping.
- Proactive team player, comfortable making calls, reliable with deadlines/KPIs.
- Excellent written English.
- RG146 is preferred but not required.
What you will do
- Craft audit‑ready SOAs/ROAs with accurate, traceable calculations.
- Translate strategy into client‑friendly narratives that meet AU compliance and disclosure standards.
- Call providers to verify fees, features and capture disclosures precisely.
- Compare platforms; document fee, feature, and performance rationale.
- Collaborate across advisory and operatio...