会计 - 顾问 | 澳大利亚/新西兰
AP - Paraplanner | AU/NZ
注意：此职位仅用于积极招聘目的。提交申请不保证有工作机会。您的信息将被存档，并在有合适机会时考虑。
我们正在寻找一位专注且注重细节的副计划师加入D2B团队。在此远程职位中，您将支持财务顾问，通过准备全面的财务计划、进行研究，并确保所有文件符合澳大利亚/新西兰客户的客户目标和监管要求。
以准确性和效率为重点，您将协助制定建议书（SOA）、建议记录（ROA）和策略建议，同时分析客户数据和财务状况。您将在确保合规性、保持文件标准以及支持顾问提供高质量、定制化的财务建议方面发挥关键作用。
职位：副计划师
薪资：50,000 - 70,000 PHP/月
工作时间与条件：澳大利亚/新西兰工作时间；周一至周五，早上6点至下午3点（菲律宾时间）；全职（远程）
假期：待定
职责：
- 按照澳大利亚/新西兰的合规标准准备建议书（SOA）和建议记录（ROA）
- 对金融产品、策略和市场趋势进行研究，以支持顾问的建议
- 分析客户数据，包括资产、负债、现金流和风险概况
- 协助制定针对养老基金、投资、保险和退休规划的定制财务策略
- 确保所有文件准确、合规并符合客户目标
- 与财务顾问、管理员和外部供应商沟通，收集所需信息
- 作为持续客户维护和年度审查的一部分，审查并更新现有财务计划
- 维护客户记录，并确保在CRM系统中正确记录
- 支持顾问准备客户演示文稿和审查资料包
- 跟踪澳大利亚/新西兰财务规划的监管变化和行业最佳实践
要求
资格：
- 2年以上的副计划师或类似财务规划支持岗位经验（必须有澳大利亚/新西兰经验）
- 对财务规划概念有深入了解，包括养老基金、投资、保险和退休策略
- 有准备SOA和ROA的经验
- 熟悉澳大利亚/新西兰的合规和监管要求
查看英文原文
Note: This is for active pooling purposes only. Submitting your application does not guarantee employment. Your details will be kept on file and considered for future opportunities as they become available.
We are seeking a dedicated and detail-oriented Paraplanner to join our team at D2B. In this remote role, you will support financial advisers by preparing comprehensive financial plans, conducting research, and ensuring all documentation aligns with client goals and regulatory requirements across Australia/New Zealand clients.
With a strong focus on accuracy and efficiency, you will assist in developing Statements of Advice (SOAs), Record of Advice (ROAs), and strategy recommendations, while analyzing client data and financial positions. You will play a key role in ensuring compliance, maintaining documentation standards, and supporting advisers in delivering high-quality, tailored financial advice.
Position: Paraplanner
Salary: PHP 50,000 - PHP 70,000/month
Working Hours & Conditions: AU/NZ business hours; Mondays to Fridays, 6:00AM to 3:00PM PH Time; full-time (remote)
Holidays: TBD
Responsibilities:
- Prepare Statements of Advice (SOAs) and Records of Advice (ROAs) in line with Australian/New Zealand compliance standards
- Conduct research on financial products, strategies, and market trends to support adviser recommendations
- Analyze client data, including assets, liabilities, cash flow, and risk profiles
- Assist in developing tailored financial strategies across superannuation, investments, insurance, and retirement planning
- Ensure all documentation is accurate, compliant, and aligned with client objectives
- Liaise with financial advisers, administrators, and external providers to gather required information
- Review and update existing financial plans as part of ongoing client servicing and annual reviews
- Maintain client records and ensure proper documentation in CRM systems
- Support advisers in preparing client presentations and review packs
- Stay up to date with regulatory changes and industry best practices in AU/NZ financial planning
Requirements
Qualifications:
- 2 years of proven experience as a Paraplanner or in a similar financial planning support role (AU/NZ experience is mandatory)
- Strong understanding of financial planning concepts including superannuation, investments, insurance, and retirement strategies
- Experience in preparing SOAs and ROAs
- Familiarity with AU/NZ compliance and regulatory requirements (e.g., ASIC guidelines)
- Proficiency in financial planning software and CRM systems (e.g., Xplan, AdviserLogic, Midwinter)
- Excellent analytical skills with strong attention to detail
- Strong written and verbal communication skills
- Ability to manage multiple tasks and meet deadlines in a fast-paced environment
- High level of organization and commitment to accuracy
Benefits
Benefits
- Competitive salary based on experience and skill set
- 100% remote role — work from home anywhere in the Philippines
- Paid local holidays aligned with the Australian business calendar
- Opportunities for training and professional growth
- Work directly with a supportive Australian team — no agency middleman
- Long-term engagement with a stable and growing business
Originally posted on Himalayas