Paraplanner – Senior Executive Assistant

Pear Tree.

. Manage the end-to-end client review calendar and schedule Zoom/Google Meet appointments .

Posted 9/23/2026full-timeRemote • PhilippinesSenior💰 ₱80,000 - ₱90,000 per monthWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in managing client review processes, preparing Statements of Advice, and coordinating financial advice implementation within Australian compliance frameworks. Proficient in utilizing AdviserLogic and CRM systems to maintain accurate records and enhance workflow efficiency.

Highest-signal resume keywords

Client Review ManagementPreparation of SOAs and ROAsAdviserLogic ProficiencyOrganizational SkillsFinancial Services Experience

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Statement of Advice PreparationRecords of Advice PreparationOngoing Service AgreementsInsurance QuotingPortfolio AnalysisDocument CoordinationFinancial ResearchCompliance KnowledgeTask ManagementWorkflow Automation

Soft Skills

Exceptional Organizational SkillsProactive Follow-UpStrong Communication SkillsIndependence in Task ManagementAttention to Detail

Tools & Technologies

AdviserLogicGoogle WorkspaceCRM SystemsMorningstarAI Tools for Note-Taking

Industry Keywords

Financial PlanningWealth ManagementSMSFAustralian ComplianceFinancial Services

About the role

Key responsibilities & impact

Manage the end-to-end client review calendar and schedule Zoom/Google Meet appointments
Send client appointment reminders and gather pre-meeting information
Resolve missing documentation and scheduling delays
Prepare comprehensive client files and meeting packs
Conduct strategy research covering property evaluations, insurance policy reviews, Ongoing Service Agreements, and portfolio analysis
Liaise with accountants and third parties for SMSF tax and financial documents
Capture meeting notes and draft or update Statements of Advice, Records of Advice, and Ongoing Service Agreements
Generate insurance quotes
Build and track post-meeting execution plans
Coordinate implementation of financial advice
Issue and track application forms with insurers and product providers
Monitor outstanding requirements and provide clients with progress updates
Maintain compliant records in AdviserLogic and Google Drive
Uphold file-naming and version-control standards and draft accurate file notes
Keep workflows, task lists, and CRM records updated
Keep the Financial Planner informed of priorities, deadlines, and required decisions
Refine system templates, checklists, and workflows
Help integrate AI-enabled note-taking and advice-generation tools

Requirements

What you’ll need

Minimum 2+ years supporting an Australian financial planning, wealth management, or financial services practice
Practical experience preparing or supporting SOAs, ROAs, Ongoing Service Agreements, and advice implementation within Australian compliance and regulatory frameworks
Hands-on experience with AdviserLogic and CRM/workflow systems
Excellent written and spoken English
Exceptional organizational, prioritization, and proactive follow-up capabilities
High degree of accuracy when handling sensitive financial information
Confidence to manage tasks independently
Preferred: Prior experience supporting an SMSF-focused financial planning practice or handling SMSF document coordination
Preferred: Hands-on experience with Morningstar or comparable financial research platforms
Preferred: Familiarity with Google Workspace (Google Drive, Google Meet) and life insurance research/quoting tools
Preferred: Exposure to mortgage-broking, lending, or loan-administration processes
Preferred: Familiarity with emerging AI tools for client meeting transcriptions, advice generation, and workflow automation

Benefits

Comp & perks

AU working hours and holidays
Remote work arrangement