Junior Paraplanner

Job not on LinkedIn

🔥 7 minutes ago

🇵🇭 Philippines – Remote

💵 ₱45k - ₱60k / month

⏰ Full Time

🟢 Junior

✨ Paraplanner

🚫👨‍🎓 No degree required

👻 Ghost score 11%

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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Offshore 24/7

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 2021

🤝 B2B

🎯 Recruiter

B2B • Recruitment

Offshore 24/7 is an Australian-focused offshore staffing provider that helps Australian businesses build dedicated remote teams in the Philippines. The company places and manages Philippines-based professionals across a wide range of roles — from virtual assistants, bookkeepers, and paralegals to IT specialists, engineers, and customer support — offering fully managed onboarding, HR, payroll, and ongoing support. Offshore 24/7 emphasizes cost savings (up to ~70%), cultural and communication alignment for Australian clients, a five-stage vetting process, and local points of contact with offices in the Philippines (Clark Freeport Zone) and Australia (Melbourne). The firm targets Australian SMEs and enterprises across many industries and promotes free strategy sessions and a managed staffing solution.

📋 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 real client outcomes • Build 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 — 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 and ability to flag discrepancies • Previous paraplanning experience, or exposure to preparing/reviewing a Statement of Advice (SOA) or Record of Advice (ROA) preferred • Exposure to Xplan or a similar financial planning platform preferred • Degree in Financial Planning, Finance, Commerce, Business, Accounting or a related field preferred; completed or in progress • Exceptional graduates are welcome to apply

🏖️ Benefits

• HMO coverage from Day 1 • 20 days paid leave per year — 15 annual leave + 5 sick leave, accruing from Day 1 • 13th month pay • Annual salary and performance review • Comprehensive training and ongoing professional development • Regular staff events and team activities • Government-mandated benefits • Complete WFH equipment provided — company laptop and all equipment required for your role • Full-time, permanent employment • Local Philippines employment contract • Real job security and genuine career progression • Support structure for employees