Full-time
Remote Paraplanner & Financial Planning Assistant (XPLAN)
Posted by Hunt St • Pasig, Metro Manila, Philippines
About the Role
A financial services company is seeking a Paraplanner / Financial Planning Assistant to support advisers in delivering high-quality financial advice. This fully remote role will involve preparing compliance documents, managing client data in XPLAN, and assisting with investments and superannuation applications. Ideal candidates will have previous experience in financial planning and a strong understanding of compliance standards and products. Successful applicants will be employed through an Employer of Record arrangement.
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