Pear Tree.
1 - 10 employees
🎯 Recruiter
👥 HR Tech
🤝 B2B
Recruitment • HR Tech • B2B
Pear Tree is a Melbourne‑born offshore recruitment and hiring services company that connects Australian, US, and UK businesses directly with skilled offshore professionals (primarily from the Philippines) without agency markups. They provide end-to-end hiring support — sourcing, screening, skills assessments, video interviews, reference checks — and offer payroll, Employer‑of‑Record, and compliance assistance plus a six‑month replacement guarantee. Pear Tree recruits across IT, sales & marketing, finance, creative, admin and operations roles, emphasizing cost savings, direct pay to talent, and secure onboarding workflows.
AP - Paraplanner
Job not on LinkedIn
🔥 17 hours ago
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Pear Tree.
1 - 10 employees
🎯 Recruiter
👥 HR Tech
🤝 B2B
Recruitment • HR Tech • B2B
Pear Tree is a Melbourne‑born offshore recruitment and hiring services company that connects Australian, US, and UK businesses directly with skilled offshore professionals (primarily from the Philippines) without agency markups. They provide end-to-end hiring support — sourcing, screening, skills assessments, video interviews, reference checks — and offer payroll, Employer‑of‑Record, and compliance assistance plus a six‑month replacement guarantee. Pear Tree recruits across IT, sales & marketing, finance, creative, admin and operations roles, emphasizing cost savings, direct pay to talent, and secure onboarding workflows.
📋 Description
• 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
• 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
• 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
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