THE OPPORTUNITY

Founded in 2005, our partner has been dedicated to offering wealth management services to select clients, fostering strong partnerships with each of them. Their commitment to providing comprehensive wealth management and retirement planning services remains the same nearly 20 years later.

The team, consisting of experienced financial planners and support staff, offers a wide range of financial planning services to individuals, businesses, superannuation fund members, and trustees. As the team continues to grow, they are looking for a Paraplanner based in Manila, Philippines. This role will follow a hybrid working arrangement, requiring on-site presence once or twice per month.

KEY RESPONSIBILITIES

• Preparing Compliant Advice Documents (SoA, RoA) using Xplan.
• Entering Clients Information into Xplan.
• Liaising with Fund Managers, insurance/superannuation/platform providers.
• Conducting research for investment / insurance recommendations.
• Completing Advice Implementation as required.
• Lodgement of implementation paperwork as required.
• Maintaining Compliant files.

SKILLS, EXPERIENCE & QUALIFICATION

• Has Diploma or Degree in any field.
• Has a minimum of 2 years of working experience as a Paraplanner.
• Ability to develop a working knowledge of the Australian Superannuation, Financial Planning and Taxation System.
• Has experience using Xplan (compulsory).
• Comprehensive verbal and written English skills.

ASW OFFERS

• A diverse, inclusive, and supportive company culture.
• Competitive remuneration.
• Opportunity to collaborate and work with global clients and stakeholders.
• Medical benefits.
• Great Paid Leave entitlements.
• Team outings, travel opportunities, company parties/events, and other exciting activities.
• Exposure to an international environment, working with people across Malaysia, Vietnam, the Philippines, and Australia.
• Industry and role-related training.
• Ongoing career opportunities.

Please refer to job description.