Senior Paraplanner- WFH!

💰 Take-home pay PHP 100,000 – 150,000 per month! (dependent on skills, experience, and qualifications).

🚀 Paraplanner – Work From Home | Award-Winning, Tech-Forward Firm

We’re an award-winning Australian Financial Planning firm with systems built on Salesforce and a strong focus on innovation. We’re looking for an experienced Paraplanner with relevant qualifications in Financial Planning or Accounting (min 3+ years in the Australian market) to join our remote team.

What you’ll do:

• Prepare SOAs from research through to implementation.
• Liaise with planners, clients, super funds, insurers, and platforms.
• Update CRM and workflows
• Apply detailed technical knowledge SMSF experience required (though not the core focus).
• Great communication (written and verbal) is a must.<...