Paraplanner / Senior Executive Assistant (Financial Planning)

Location: Remote from Manila, Philippines; AU working hours and holidays

Salary: PHP 80,000–90,000 per month

Company

Boutique Australian financial planning practice specializing in self-managed superannuation funds, investment strategies, personal risk insurance, and ongoing wealth advice.

What you will do

• Manage end-to-end client review calendars, appointments, reminders, pre-meeting information, and missing documentation.
• Prepare client files and meeting packs, conduct property, insurance, portfolio, and service-agreement research, and coordinate documents with accountants and third parties.
• Capture meeting notes and draft or update Statements of Advice, Records of Advice, and Ongoing Service Agreements.
• Coordinate advice implementation, issue and track insurer and product-provider applications, monitor outstanding requirements, and update clients.
• Maintain compliant records, file notes, CRM workflows, task lists, naming standards, and version control in AdviserLogic and Google Drive.
• Support the Financial Planner with priorities, deadlines, workflow improvements, templates, checklists, and AI-enabled tools.

Requirements

• At least 2 years of experience supporting an Australian financial planning, wealth management, or financial services practice.
• Practical knowledge of preparing or supporting Statements of Advice, Records of Advice, Ongoing Service Agreements, and advice implementation within Australian compliance frameworks.
• Hands-on experience with AdviserLogic and CRM or workflow systems.
• Excellent written and spoken English and availability for AU working hours and holidays.
• Strong organization, prioritization, proactive follow-up, autonomy, and attention to detail when handling sensitive financial information.
• Full-time independent contractor engagement.

Nice to have

• Experience supporting an SMSF-focused financial planning practice or coordinating SMSF documents.
• Experience with Morningstar or comparable financial research platforms.
• Familiarity with Google Workspace, life insurance research and quoting tools, mortgage broking, lending, or loan administration.
• Exposure to AI tools for meeting transcription, advice generation, and workflow automation.

Culture & Benefits

• Remote work with a dayshift schedule aligned to Australian working hours.
• High-ownership role with independent responsibility for client workflows and follow-through.
• Direct operational partnership with the Financial Planner.
• Opportunity to work with evolving financial planning systems, AI tools, and SMSF strategies.