Junior Paraplanner

Job not on LinkedIn

🔥 0 minutes ago

🇵🇭 Philippines – Remote

💵 ₱45k - ₱60k / month

⏰ Full Time

🟢 Junior

✨ Paraplanner

🚫👨‍🎓 No degree required

👻 Ghost score 1%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Boomering Inc

WebsiteLinkedInAll Job Openings

201 - 500 employees

Founded 2017

📦 Logistics

📣 Marketing

✈️ Travel

Logistics • Marketing • Travel

Boomering Inc. is a rapidly growing company that specializes in offshoring solutions, helping businesses achieve success through customizable services tailored to their unique needs. The company focuses on simplicity, transparency, and smart solutions, and is dedicated to ensuring the highest level of service and data security, evidenced by its ISO 27001 accreditation. With a team of over 500 skilled professionals serving more than 90 international clients, Boomering offers a cost-effective approach to scaling operations with no lock-in contracts.

📋 Description

• Support Financial Planners with file preparation, scheduling and documentation behind every client meeting • Prepare and maintain financial planning advice documents ahead of client meetings • Keep compliance files and client records complete, accurate and audit-ready • Track and follow up insurance, investment and Centrelink applications • Handle client phone enquiries professionally, recording and routing messages accurately • Support marketing initiatives, including seminars, newsletters, website content and client events • Work directly alongside qualified Australian financial planners on client outcomes • Develop hands-on experience with Xplan and Australian financial advice compliance

🎯 Requirements

• 1+ year of experience in Australian financial planning, financial services, insurance, accounting/professional services or similar administrative support is highly regarded — though exceptional candidates without it will also be considered • Strong attention to detail and accuracy • Confident written and verbal communication skills • Comfortable working across Microsoft Outlook, Word and Excel • Sound judgement — comfortable flagging something that doesn't add up rather than pushing it through • Exposure to Australian planning requirements, NCC, and Australian Standards is an advantage • Previous experience with Development Approval (DA) drawings and construction documentation is desirable but not essential • Strong communication, coordination, and time management skills, with the ability to work independently in a fast-paced environment • Previous paraplanning experience, or exposure to preparing/reviewing a Statement of Advice (SOA) or Record of Advice (ROA) is preferred • Exposure to Xplan or a similar financial planning platform is preferred • A degree in Financial Planning, Finance, Commerce, Business, Accounting or a related field, completed or in progress, is preferred • Schedule availability: Monday–Friday, 6:00 am–3:00 pm PH Time

🏖️ Benefits

• Competitive salary package • Company-provided full set-up for desktop/laptop with a back-up internet • HMO on the first day of hire • 15 Vacation Leaves and 5 Sick Leaves • Annual Performance Reviews • Unlimited Employee Referral Incentives • Employee Loan Facilities • Social Clubs and Interest Workshops • Company events where you get a chance to win amazing prizes and be rewarded for your outstanding performance. • Statutory Benefits: Maternity, Paternity, and Solo Parent Leaves, Magna Carta for Women, Retirement Benefits, OT, and Premium Pays • Work-life balance • Growth opportunities • Genuinely caring Leadership Team