Paraplanner

Executive recruitment company Monroe Consulting Group Philippines is recruiting on behalf of a premier international provider of outsourced accounting, bookkeeping, taxation, and financial services. They are looking for an experienced Paraplanning Admin who can independently provide end-to-end administrative support to advisers.

Our client is setting up an offshoring centre in the Philippines (Cebu City) to support Australian Financial Advisers and Financial Planners. This is a full onsite role on the first 3 months that will transition to hybrid thereafter.

Key responsibilities:

Financial Planning Support Work

• Prepare client review packs, product comparisons, insurance quotes, and fund performance summaries
• Manage CRM updates and complete implementation tasks
• Organise future planning meetings with clients, prepare review packs, and review investment portfolio, asset allocation, and risk profile
• Complete application/proposal forms, ensure compliance paperwork is in order, and implement chosen investment strategies
• Use adviser CRMs and financial planning software (e.g., Xplan, AdviserLogic, PlutoSoft, Worksorted)

Workflow & Quality

• Ensure all work complies with Australian financial advice regulations and dealer group guidelines
• Maintain high accuracy, attention to detail, and timely delivery based on SLAs

Client Support

• Work closely with India‑based paraplanning teams
• Communicate effectively with Australian advisers and support their workflow needs
• Proactively identify process improvements or documentation gaps

Key requirements:

• 1-3+ years of experience in Paraplanning Admin work
• Strong knowledge of Australian superannuation, investments, insurance, and advice regulations
• Hands‑on experience with Xplan (preferred)
• Excellent English communication skills, spoken and written
• Ability to work independently with minimal supervision