Paraplanner

Job Description 1: Senior Support Staff / Senior Paraplanner (Philippines)

Organization: Befree Ltd

Position Title: Senior Advice Support Specialist / Senior Paraplanner

Location: Philippines (Remote or Office-Based)

Employment Type: Full-time

Reports To: Operations Manager – India

Industry: Australian Financial Planning

Shift Timing: 6 AM to 3 PM (Philippines time)

About the Role

We are a fast-growing offshore paraplanning and advice support firm working with financial advisers across Australia. We are seeking an experienced Senior Paraplanner or Senior Support Staff in the Philippines who can independently prepare high-quality advice documents/provide end-to-end administrative support to advisers.

Key Responsibilities

Technical & Paraplanning Work

• Prepare client review packs, product comparisons, insurance quotes...