Paraplanner

Company Description

Planlogic specialises in providing financial planning solutions to streamline the advice process for financial advisers in Australia. With over 15 years of experience, the company has delivered more than 40,000 advice documents to more than 150 advisers. Operating from offices in Australia, Sri Lanka, India and the Philippines, Planlogic offers services including paraplanning, review support, implementation, and strategy consulting. By leveraging technology and ensuring compliance, Planlogic empowers advisers to build stronger, more meaningful client relationships.

Role Description

This is a full-time hybrid/remote role located in the Philippines. As a Paraplanner, you will be working with financial advisers in Australia to help them with their advice document preparation. The role requires strong analytical skills and attention to detail to ensure the delivery of accurate and high-quality financial solutions. You will collaborate closely with financial advisers to provide valuable support and recommendations.

Requirements

• Experience working in the Australian financial planning industry
• Strong technical knowledge of financial planning strategies
• Demonstrated ability to complete financial projections and product research
• Experience working with financial planning CRMs such as Xplan, AdviserLogic or Plutosoft
• Detail-oriented, with excellent organisational and problem-solving abilities
• Ability to work both independently and collaboratively in a professional work environment