Schedule

Between 6:00 AM - 3:00 PM PHT.

What we’re looking for

• Demonstrated experience in Australian financial planning/paraplanning.
• Proficiency using financial platforms such as Plutosoft, CRM (specify which ones), Xplan/AdviserLogic/Midwinter; strong Excel/Sheets.
• Impeccable data accuracy, file notes, and record‑keeping.
• Proactive team player, comfortable making calls, reliable with deadlines/KPIs.
• Excellent written English.
• RG146 is preferred but not required.

What you will do

• Craft audit‑ready SOAs/ROAs with accurate, traceable calculations.
• Translate strategy into client‑friendly narratives that meet AU compliance and disclosure standards.
• Call providers to verify fees, features and capture disclosures precisely.
• Compare platforms; document fee, feature, and performance rationale.
• Collaborate across advisory and operatio...