Paraplanning Admin

Job Description – Senior Financial Planning Assistant

Company Overview

Befree Global, in partnership with SuperRecords Pty Ltd, is a trusted business services provider catering to clients across Australia, the UK, and the USA. The company offers services in Mortgage Processing, Paraplanning, Bookkeeping, SMSF Compliance, Business Services, and Audit. With a workforce of over 1,500 employees across 10+ delivery centers in India, Befree has established itself as a reliable global outsourcing partner.

Position Details

Role: Senior Financial Planning Assistant
Work Location: Philippines
Work Timings: 6:30 AM to 3:30 PM (Philippines Time)
Work Model: Work from Office initially, with the possibility of a hybrid arrangement after 3 months

Role Summary

We are looking for an experienced and detail-oriented professional to join our team as a Senior Financial Planning Assistant. The ideal candidate will independently provide end-to-end administrative and paraplanning support to financial advisers while ensuring accuracy, compliance, and timely execution of tasks.

Key Responsibilities

Financial Planning & Administrative Support

• Prepare client review packs, insurance quotations, product comparisons, and fund performance summaries.
• Maintain and update CRM systems with accurate client information.
• Coordinate and organize client review meetings based on review schedules.
• Assist with implementation tasks and complete administrative activities assigned by advisers.
• Review investment portfolios, risk profiles, and asset allocations before client meetings.
• Complete application and proposal forms while ensuring all compliance documentation is accurate and up to date.
• Process changes to client investments and implement approved investment strategies.
• Work with financial planning software and adviser CRM platforms such as Xplan, AdviserLogic, PlutoSoft, and Worksorted.

Workflow & Quality Management

• Ensure all work adheres to Australian financial advice regulations and dealer group guidelines.
• Deliver tasks with a high level of accuracy and attention to detail within defined SLAs.

Client & Team Coordination

• Collaborate closely with India-based paraplanning teams.
• Communicate effectively with Australian advisers to support their operational requirements.
• Identify process improvement opportunities and address documentation gaps proactively.

Skills & Experience Required

• 1–3+ years of experience in paraplanning administration or financial planning support.
• Good understanding of Australian superannuation, investments, insurance, and financial advice regulations.
• Hands-on experience with Xplan is preferred.
• Strong verbal and written English communication skills.
• Ability to work independently with minimal supervision.

Preferred Attributes

• Proactive, organized, and solution-oriented mindset.
• Comfortable working with multicultural teams across India and Australia.
• Strong sense of ownership, accountability, and quality focus.