Paraplanner / Senior Executive Assistant - Dayshift Remote

Position: Paraplanner / Senior Executive Assistant - Dayshift Remote

Salary: Php 80,000 to Php 90,000/monthly

Working Hours & Conditions: AU Working Hours and Holidays

Employment: Full Time - Independent Contractor

ABOUT THE COMPANY: 

The company is a dedicated financial advice practice managing approximately 125 ongoing advice clients and oversight of 150 Self-Managed Superannuation Funds (SMSFs). Our practice specializes in comprehensive SMSF advice, featuring investment portfolios across residential property, loans, equities (via Desktop Broker and Ausiex), Macquarie cash accounts, and personal insurance. Operating in structured 17-week cycle models, we deliver proactive, ongoing value through strategic client reviews, strong operational workflows, and expanding services—including upcoming mortgage broking capabilities. We foster a collaborative, high-trust environment where team members are empowered to innovate, expand their skills, and enjoy generous leave benefits, including extended paid breaks over the Christmas holiday period.

ROLE OVERVIEW:

We are seeking an experienced Paraplanner / Senior Executive Assistant to serve as the Financial Planne