AP - Paraplanner

Pear Tree.

Paraplanner supporting financial advisers in preparing financial plans for AU/NZ clients. Involves compliance, client data analysis, and documentation maintenance in a remote setting.

Posted 6/29/2026full-timeRemote • 🇵🇭 PhilippinesJuniorMid-Level💰 ₱50,000 - ₱70,000 per monthWebsite

About the role

Key responsibilities & impact

Prepare Statements of Advice (SOAs) and Records of Advice (ROAs) in line with Australian/New Zealand compliance standards
Conduct research on financial products, strategies, and market trends to support adviser recommendations
Analyze client data, including assets, liabilities, cash flow, and risk profiles
Assist in developing tailored financial strategies across superannuation, investments, insurance, and retirement planning
Ensure all documentation is accurate, compliant, and aligned with client objectives
Liaise with financial advisers, administrators, and external providers to gather required information
Review and update existing financial plans as part of ongoing client servicing and annual reviews
Maintain client records and ensure proper documentation in CRM systems
Support advisers in preparing client presentations and review packs
Stay up to date with regulatory changes and industry best practices in AU/NZ financial planning

Requirements

What you’ll need

2 years of proven experience as a Paraplanner or in a similar financial planning support role **(AU/NZ experience is mandatory) **
Strong understanding of financial planning concepts including superannuation, investments, insurance, and retirement strategies
Experience in preparing SOAs and ROAs
Familiarity with AU/NZ compliance and regulatory requirements (e.g., ASIC guidelines)
Proficiency in financial planning software and CRM systems (e.g., Xplan, AdviserLogic, Midwinter)
Excellent analytical skills with strong attention to detail
Strong written and verbal communication skills
Ability to manage multiple tasks and meet deadlines in a fast-paced environment
High level of organization and commitment to accuracy

Benefits

Comp & perks

Competitive salary based on experience and skill set
100% remote role — work from home anywhere in the Philippines
Paid local holidays aligned with the Australian business calendar
Opportunities for training and professional growth
Work directly with a supportive Australian team — no agency middleman
Long-term engagement with a stable and growing business

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

Statement of Advice (SOA) PreparationRecord of Advice (ROA) PreparationClient Data AnalysisFinancial Strategy DevelopmentRegulatory ComplianceRisk Profile AnalysisDocumentation AccuracyFinancial Product ResearchMarket Trend AnalysisClient Record Maintenance

Soft Skills

Attention to DetailOrganizational SkillsTime ManagementVerbal CommunicationWritten Communication