Para Planner
T
TarinoFinancial Planning
Metro Manila, PhilippinesFull-Time
Salary not disclosed
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Job Details
- Required Skills
- CRM
Requirements
- Previous experience in an Australian financial planning para planning or advice support role required
- Strong attention to detail and ability to work under pressure
- Excellent organizational and time management skills
- Strong written and verbal communication skills
- Ability to work collaboratively within a team environment
- Proficiency in using CRM and financial planning software, Microsoft Office, and Google Workspace
- Understanding of Australian financial planning processes, FASEA standards, and licensee requirements
- Working knowledge of superannuation, investment, insurance, and retirement planning concepts
- Stable work-from-home setup (reliable internet, laptop/desktop, quiet workspace)
Responsibilities
- Assist financial planners in preparing Statements of Advice, Records of Advice, and review documents
- Conduct research on investment, superannuation, insurance, and retirement strategies to support advice recommendations
- Prepare product and strategy comparisons, projections, and modelling outputs for adviser review
- Collect and verify client information, product disclosure documents, and supporting documentation from clients and third parties
- Liaise with product providers, fund managers, and platform administrators to monitor application status and expedite implementation
- Respond to client inquiries and provide timely updates on advice and implementation progress
- Maintain compliance with industry regulations, licensee standards, and company policies
- Support the team with administrative tasks related to advice preparation, file notes, and CRM updates as required
- Conduct post implementation and annual review preparation for clients
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