para planneroutsourced
Workplace: MetroManila, Quezon, Manila
Salary: Agreement
Work form: Full time
Posting Date: 17/01/2026
Deadline: 13/06/2022
Company Description
Outsourced.ph is a leading Philippines outsourcing company providing dedicated remote staff and offshore staffing services. We specialise in providing staff of the highest quality who will continue to exceed your expectations and provide benchmark offshore solutions to your business. With Outsourced you can scale your organisation quickly, easily and cost effectively with dedicated remote staff based in our modern offices in Manila.
Job Description
This right candidate will become part of a small but growing business providing paraplanning services to Australian financial services businesses
Candidate will be able to work independently, willing to learn and upskill and take on more challenging work and potentially, have the ability to undertake quality control of other team members work as the team grows.
Need excellent communication, particularly written skills and have a high level of attention to detail.
High level of proficiency with MS Word and Excel.
Candidate will need to meet achievable KPI's and, where these are exceeded, would qualify for added bonuses.
Candidate will need to be comfortable with repetitive tasks, be able to work independently, manage their time and meet strict deadlines.
Seeking a candidate with 1-2 years paraplanning experience, degree qualified and with a drive to learn more about Australian financial planning strategies, products etc. and apply this to their role with advice documents to be completed to a high quality standard.
Qualifications
Experience with/understanding of Australian Self-Managed Superannuation Funds (SMSFs)
Experience with Xplan; including Xtools Plus (Modelling) and Wealth Solver and Risk Researcher modules.
Understanding of Australian Financial Services landscape
Preparing Statements of Advice (SOAs) and other advice documents for Australian clients.
Undertake analysis/research of superannuation and insurance products using Xplan Wealth Solver and Risk Researcher modules.
Conduct modelling of various scenarios from simple capital adequacy to complex entity modelling/projections for clients as part of the advice document (not every client).
Manage requests and workflow
Additional Information
Work Schedule
Monday to Friday; 7AM - 4PM; Manila Time
Location (Hybrid)
10 office visits/month (Eastwood, Libis OR Alabang, Muntinlupa) - candidate's preference
Candidate should have stable/reliable internet connection for the days that they'll be working from home.
By clicking on the "I'm Interested" button I hereby allow Outsourced Quality Assured Services, Inc. ("Outsourced") to store and collect my personal information for the purposes of employment application. As such, I agree and authorize Outsourced to collect, store, or continue to use my personal information for the above-stated purpose, and to retain my personal information for a period of 1 year, and for these purposes only.
outsourced
Outsourced.ph is a leading Philippines outsourcing company providing dedicated remote staff and offshore staffing services. We specialise in providing staff of the highest quality who will continue to exceed your expectations and provide benchmark offshore solutions to your business. With Outsourced you can scale your organisation quickly, easily and cost effectively with dedicated remote staff based in our modern offices in Manila.
Job Description
This right candidate will become part of a small but growing business providing paraplanning services to Australian financial services businesses
Candidate will be able to work independently, willing to learn and upskill and take on more challenging work and potentially, have the ability to undertake quality control of other team members work as the team grows.
Need excellent communication, particularly written skills and have a high level of attention to detail.
High level of proficiency with MS Word and Excel.
Candidate will need to meet achievable KPI's and, where these are exceeded, would qualify for added bonuses.
Candidate will need to be comfortable with repetitive tasks, be able to work independently, manage their time and meet strict deadlines.
Seeking a candidate with 1-2 years paraplanning experience, degree qualified and with a drive to learn more about Australian financial planning strategies, products etc. and apply this to their role with advice documents to be completed to a high quality standard.
Qualifications
Experience with/understanding of Australian Self-Managed Superannuation Funds (SMSFs)
Experience with Xplan; including Xtools Plus (Modelling) and Wealth Solver and Risk Researcher modules.
Understanding of Australian Financial Services landscape
Preparing Statements of Advice (SOAs) and other advice documents for Australian clients.
Undertake analysis/research of superannuation and insurance products using Xplan Wealth Solver and Risk Researcher modules.
Conduct modelling of various scenarios from simple capital adequacy to complex entity modelling/projections for clients as part of the advice document (not every client).
Manage requests and workflow
Additional Information
Work Schedule
Monday to Friday; 7AM - 4PM; Manila Time
Location (Hybrid)
10 office visits/month (Eastwood, Libis OR Alabang, Muntinlupa) - candidate's preference
Candidate should have stable/reliable internet connection for the days that they'll be working from home.
By clicking on the "I'm Interested" button I hereby allow Outsourced Quality Assured Services, Inc. ("Outsourced") to store and collect my personal information for the purposes of employment application. As such, I agree and authorize Outsourced to collect, store, or continue to use my personal information for the above-stated purpose, and to retain my personal information for a period of 1 year, and for these purposes only.
outsourced
Other Info
Quezon City, Metro Manila
Permanent
Full-time
Permanent
Full-time
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