Paraplanner / Senior Executive Assistant
New
D
D2BFinancial Planning
Manila, Philippines, AU Working HoursContractSenior
Salary80,000 - 90,000 PHP per month
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Job Details
- Languages
- English
- Experience
- 2+ years
- Required Skills
- ComplianceGoogle WorkspaceCRM
Requirements
- Minimum 2+ years of experience supporting an Australian financial planning, wealth management, or financial services practice.
- Practical experience preparing or supporting SOAs, ROAs, Ongoing Service Agreements, and advice implementation.
- Solid understanding of Australian compliance and regulatory frameworks.
- Hands-on experience with AdviserLogic and CRM/workflow systems.
- Excellent written and spoken English.
- Strong organizational, prioritization, and proactive follow-up capabilities.
- High degree of accuracy when handling sensitive financial information.
- Ability to work independently as a self-starter.
Responsibilities
- Manage the end-to-end client review calendar, including scheduling meetings and gathering pre-meeting documentation.
- Prepare comprehensive client files and meeting packs, conducting research on property, insurance, and portfolios.
- Draft Statements of Advice (SOAs), Records of Advice (ROAs), and Ongoing Service Agreements.
- Coordinate the implementation of financial advice, including issuing and tracking application forms with providers.
- Maintain compliant client records within AdviserLogic and Google Drive, ensuring all files are audit-ready.
- Provide executive support by managing priorities, deadlines, and refining system templates and workflows.
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