Junior Paraplanner

Offshore 24/7

Junior Paraplanner supporting Australian financial planners with compliant advice documents and client applications. Maintaining audit-ready files while working remotely for a Philippines-based employer.

Posted 8/23/2026full-timeRemote • 🇵🇭 PhilippinesJunior💰 ₱45,000 - ₱60,000 per monthWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in financial planning support, including document preparation, compliance management, and client communication. Proficient in using Xplan and Microsoft Office tools to enhance operational efficiency and client service.

Highest-signal resume keywords

Financial Planning SupportXplan ProficiencyStatement of Advice (SOA) PreparationAttention to DetailClient Communication

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Financial PlanningDocument PreparationCompliance ManagementParaplanningRecord of Advice (ROA) Preparation

Soft Skills

Attention to DetailWritten CommunicationVerbal CommunicationSound Judgement

Tools & Technologies

XplanMicrosoft OutlookMicrosoft WordMicrosoft Excel

Certifications & Qualifications

Degree in Financial PlanningDegree in FinanceDegree in CommerceDegree in BusinessDegree in Accounting

Industry Keywords

Australian Financial PlanningFinancial ServicesInsuranceAccountingProfessional Services

About the role

Key responsibilities & impact

Support Financial Planners with file preparation, 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
Handle client phone enquiries professionally, recording and routing messages accurately
Support marketing initiatives including seminars, newsletters, website content and client events
Work directly alongside qualified Australian financial planners on real client outcomes
Build hands-on experience with Xplan and Australian financial advice compliance

Requirements

What you’ll need

1+ year of experience in Australian financial planning, financial services, insurance, accounting/professional services or similar administrative support is highly regarded — exceptional candidates without it will also be considered
Strong attention to detail and accuracy
Confident written and verbal communication skills
Comfortable working across Microsoft Outlook, Word and Excel
Sound judgement and ability to flag discrepancies
Previous paraplanning experience, or exposure to preparing/reviewing a Statement of Advice (SOA) or Record of Advice (ROA) preferred
Exposure to Xplan or a similar financial planning platform preferred
Degree in Financial Planning, Finance, Commerce, Business, Accounting or a related field preferred; completed or in progress
Exceptional graduates are welcome to apply

Benefits

Comp & perks

HMO coverage from Day 1
20 days paid leave per year — 15 annual leave + 5 sick leave, accruing from Day 1
13th month pay
Annual salary and performance review
Comprehensive training and ongoing professional development
Regular staff events and team activities
Government-mandated benefits
Complete WFH equipment provided — company laptop and all equipment required for your role
Full-time, permanent employment
Local Philippines employment contract
Real job security and genuine career progression
Support structure for employees