Paraplanner – Risk Insurance | Remote (Cebu | Bacolod | Davao)

• You’re not just looking for a job — you’re looking for a career where your paraplanning skills actually make an impact.

• You know your way around risk insurance (life, TPD, trauma, income protection) and you’re confident producing advice documents advisers can genuinely trust.

• You love getting the details right, balancing compliance with efficiency, and making the advice process smoother for everyone involved.
  If you’re nodding along, we might just have your next big move.

What You’ll Bring (Requirements):

• Must-Haves:

  • 2+ years of solid experience in Paraplanning (Australian market exposure is essential).

  • Expertise in personal insurance strategies and underwriting nuances.

  • Proficiency in Australian financial planning software (e.g., Xplan, Risk Researcher).

  • Exceptional written and spoken English.

• Nice-to-Haves:

  • Relevant certifications (DFP, ADFP, or RegCert).

  • Experience in high-volume, fully remote environments.

Who You Are:

• You’re a "detail person" who finds peace in a perfectly formatted SOA.

• You thrive in a high-trust, high-accountability setup—no micromanagement here.

• You’re proactive and coachable; you don’t just find problems, you suggest solutions.

• You’re allergic to boring—you work hard but know how to have fun with an epic global team.

• Advice Production: Prepare high-quality, compliant Statements of Advice (SOA) with a focus on personal insurance (Life, TPD, Trauma, IP).

• Efficiency & SLAs: Maintain a high turnaround rate, ensuring advice documents are delivered within agreed timeframes without sacrificing quality.

• Technical Research: Conduct in-depth research on insurance products and market trends to ensure strategies are competitive and fit-for-purpose.

• Compliance Excellence: Achieve a 100% compliance pass rate by staying meticulous with internal templates and regulatory standards.

• Process Innovation: Identify and implement 1-2 workflow or template upgrades per quarter to help us scale.

• Full Remote Flexibility: Work from home in Cebu or anywhere in the Philippines.

• Growth Path: We’re scaling fast; your career can grow as quickly as we do.

• Epic Culture: Based on our latest survey, our team loves it here—and we’re happy to share the results.

• Purpose-Driven Work: Every document you write helps protect someone’s future.