US/Canada: (850) 937-7321 | Int’l: +63 (939) 409 7272

Para-Planner and Administrative Support




Full time


0 – 2 years


Mandaluyong, Metro Manila, Philippines

Job Description

Position Overview:

We are seeking a motivated and versatile individual to join our small but growing financial planning business. The ideal candidate will play a vital role in assisting our financial adviser by providing para-planning expertise while also contributing to various administrative tasks to ensure the smooth functioning of our operations.


  • Collaborate with financial adviser to prepare SOA, ROA and strategy notes for clients.
  • Conduct research on Superannuation products, investment options, and insurance products.
  • Assist in constructing financial models and scenarios to support client recommendations.
  • Prepare and review client documents, including investment proposals and retirement plans.
  • Ensure compliance with industry regulations and internal standards. Administrative Support:
  • Calling Super/Insurance product providers
  • Manage and organize advisers' schedules, appointments, and client meetings.
  • Assist in preparing and editing client reports, presentations, and correspondence.
  • Handle incoming calls, emails, and communication, directing them appropriately.
  • Maintain accurate client records, databases, and online systems.
  • Assist in FDS production and generating consent forms Other ad hoc administrative duties


  • Proven experience in para-planning within the financial services industry.
  • Proficiency in financial software including Xplan, Wealthsolver, Xtools, and risk research.
  • Strong analytical skills and attention to detail.
  • Excellent communication and interpersonal skills.
  • Ability to manage multiple tasks and meet deadlines.
  • Familiarity with compliance requirements for financial planning.
  • Willingness to engage in ongoing education and on the job learning


  • Flexible working arrangements to support work-life balance.
  • Opportunity to contribute to the growth of a small, dynamic financial planning business.
  • Exposure to diverse aspects of financial planning and administration.
  • Access to ongoing professional development and training opportunities.
  • Collaborative and supportive work environment.

Submit Resume

    Desired Position*

    Full Name*

    Phone Number*

    Email Address*

    Referred By

    Upload Resume*

    Your Message*

    Career Opportunities

    If you are looking for exciting challenges, top achievements and vast opportunities in a friendly working environment PrimeOutsourcing might have a position for you! We offer a stimulating work environment along with an opportunity to work on latest technologies, interesting projects and an evolving career path. PrimeOutsourcing’s goal is to deliver the best and for that we are hiring the best. We believe that each and every employee is the key to our success. We are always looking for talented people who can join our energetic and friendly team!