D2B
via Workable
AP - Paraplanner | AU/NZ (Remote)
This is the employer's own posting, not a copy on a job board.
What we know
Is it still open?
Confirmed still open
Last checked 10h ago — checked against the employer's own applicant tracking system, which is the company answering directly.
We re-read the employer's own applicant tracking system and the posting was still there. That is the company answering directly.
How old is it?
Posted 155d ago
The date the source published, not the day we noticed it (2026-04-13). Last seen at its source 1h ago.
Is it remote?
Marked remote on the employer's board
Their board carries a remote setting on this posting — a field they filled in, not wording we read. The location field names somewhere specific, which is usually where the team or the entity sits.
Who may apply?
Philippines
The description states no restriction of its own. This is the source's own tag.
Skills named in the ad
Recognised terms only, from a fixed vocabulary — this is what CV matching compares against.
Carried by 1 source
-
workable employer's own board first seen 11d ago · last seen 1h ago
The listing
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