The Role
Supports Australian financial planners by preparing advice documents, maintaining accurate compliance files, coordinating client and application follow-ups, handling phone enquiries, and assisting with marketing activities. The role requires strong attention to detail, communication, judgment, organization, and familiarity with financial planning practices, Xplan, and Australian advice compliance.
Summary Generated by Built In
Position Title: Junior Paraplanner
Work Set-up: Work From Home
Schedule: Monday – Friday, 6:00 am – 3:00 pm PH Time
Salary: Php 45,000 – Php 60,000
About the Role
You'll be the engine room behind a busy team of Australian financial planners — compiling and formatting advice documents ahead of client meetings, keeping compliance files complete and audit-ready, and following up everything from insurance underwriting to Centrelink applications so nothing falls through the cracks.
It's suited to someone who already understands how an Australian financial planning or professional-services practice runs and can produce accurate, client-ready work with minimal oversight.
You'll deepen your hands-on experience with Xplan and the tools financial planners actually use day to day, build real depth in Australian financial advice compliance, and work directly alongside qualified planners on real client outcomes.
JOB DESCRIPTION FOR JUNIOR PARAPLANNER
Responsibilities as a Junior Paraplanner:
• Support Financial Planners with the file prep, scheduling and documentation behind every client meeting
• Prepare and maintain financial planning advice documents ahead of client meetings
• Keep compliance files and client records complete, accurate and audit-ready
• Track and follow up insurance, investment and Centrelink applications so nothing stalls
• Handle client phone enquiries professionally, recording and routing messages accurately
• Support marketing initiatives — seminars, newsletters, website content and client events
Qualifications as a Junior Paraplanner:
• 1+ year of experience in Australian financial planning, financial services, insurance, accounting/professional services or similar administrative support is highly regarded — though exceptional candidates without it will also be considered
• Strong attention to detail and accuracy — this work touches compliance and real client outcomes
• Confident written and verbal communication skills
• Comfortable working across Microsoft Outlook, Word and Excel
• Sound judgement — comfortable flagging something that doesn't add up rather than pushing it through Exposure to Australian planning requirements, NCC, and Australian Standards is an advantage.
• Previous experience with Development Approval (DA) drawings and construction documentation is desirable but not essential.
• Strong communication, coordination, and time management skills, with the ability to work independently in a fast-paced environment.
Preferred:
• Previous paraplanning experience, or exposure to preparing/reviewing a Statement of Advice (SOA) or Record of Advice (ROA)
• Exposure to Xplan or a similar financial planning platform
• A degree in Financial Planning, Finance, Commerce, Business, Accounting or a related field (completed or in progress)
Your love for Boomering will jump-start with these meaningful engagement activities and perks. Using the concepts and tools of EOS (Entrepreneurial Operating System), Boomering provides a fun, rewarding, and stimulating environment where work-life balance meets a commitment to foster growth.
• Genuinely caring Leadership Team
• Competitive salary package
• Company-provided full set-up for desktop/laptop with a back-up internet
• HMO on the first day of hire
• 15 Vacation Leaves and 5 Sick Leaves
• Annual Performance Reviews
• Unlimited Employee Referral Incentives
• Employee Loan Facilities
• Social Clubs and Interest Workshops
• Company events where you get a chance to win amazing prizes and be rewarded for your outstanding performance.
• Statutory Benefits: Maternity, Paternity, and Solo Parent Leaves, Magna Carta for Women, Retirement Benefits, OT, and Premium Pays
About Boomering:
Boomering is an ISO-certified, leading BPO company in Clark Freeport Zone, Pampanga.
Our mission to Enrich Client and Staff Lives through Simple and Smart Offshoring Solutions and our S.T.E.P. Core Values (Service, Transparency, Excellence and Partnership) are the framers of our continuing success.
Providing equal opportunities and a collaborative culture of excellence, Boomering is not just your average BPO. We are here to make a difference.
Future-proof your career and pursue your passion with Boomering! We want career thrill-seekers who are committed to growth as much as we are.
Website: www. boomering.ph
Career Portal: https://boomering.zohorecruit.com/jobs/Careers
Facebook and LinkedIn: Boomering Inc.; Boomering Careers
Work Set-up: Work From Home
Schedule: Monday – Friday, 6:00 am – 3:00 pm PH Time
Salary: Php 45,000 – Php 60,000
About the Role
You'll be the engine room behind a busy team of Australian financial planners — compiling and formatting advice documents ahead of client meetings, keeping compliance files complete and audit-ready, and following up everything from insurance underwriting to Centrelink applications so nothing falls through the cracks.
It's suited to someone who already understands how an Australian financial planning or professional-services practice runs and can produce accurate, client-ready work with minimal oversight.
You'll deepen your hands-on experience with Xplan and the tools financial planners actually use day to day, build real depth in Australian financial advice compliance, and work directly alongside qualified planners on real client outcomes.
JOB DESCRIPTION FOR JUNIOR PARAPLANNER
Responsibilities as a Junior Paraplanner:
• Support Financial Planners with the file prep, scheduling and documentation behind every client meeting
• Prepare and maintain financial planning advice documents ahead of client meetings
• Keep compliance files and client records complete, accurate and audit-ready
• Track and follow up insurance, investment and Centrelink applications so nothing stalls
• Handle client phone enquiries professionally, recording and routing messages accurately
• Support marketing initiatives — seminars, newsletters, website content and client events
Qualifications as a Junior Paraplanner:
• 1+ year of experience in Australian financial planning, financial services, insurance, accounting/professional services or similar administrative support is highly regarded — though exceptional candidates without it will also be considered
• Strong attention to detail and accuracy — this work touches compliance and real client outcomes
• Confident written and verbal communication skills
• Comfortable working across Microsoft Outlook, Word and Excel
• Sound judgement — comfortable flagging something that doesn't add up rather than pushing it through Exposure to Australian planning requirements, NCC, and Australian Standards is an advantage.
• Previous experience with Development Approval (DA) drawings and construction documentation is desirable but not essential.
• Strong communication, coordination, and time management skills, with the ability to work independently in a fast-paced environment.
Preferred:
• Previous paraplanning experience, or exposure to preparing/reviewing a Statement of Advice (SOA) or Record of Advice (ROA)
• Exposure to Xplan or a similar financial planning platform
• A degree in Financial Planning, Finance, Commerce, Business, Accounting or a related field (completed or in progress)
Your love for Boomering will jump-start with these meaningful engagement activities and perks. Using the concepts and tools of EOS (Entrepreneurial Operating System), Boomering provides a fun, rewarding, and stimulating environment where work-life balance meets a commitment to foster growth.
• Genuinely caring Leadership Team
• Competitive salary package
• Company-provided full set-up for desktop/laptop with a back-up internet
• HMO on the first day of hire
• 15 Vacation Leaves and 5 Sick Leaves
• Annual Performance Reviews
• Unlimited Employee Referral Incentives
• Employee Loan Facilities
• Social Clubs and Interest Workshops
• Company events where you get a chance to win amazing prizes and be rewarded for your outstanding performance.
• Statutory Benefits: Maternity, Paternity, and Solo Parent Leaves, Magna Carta for Women, Retirement Benefits, OT, and Premium Pays
About Boomering:
Boomering is an ISO-certified, leading BPO company in Clark Freeport Zone, Pampanga.
Our mission to Enrich Client and Staff Lives through Simple and Smart Offshoring Solutions and our S.T.E.P. Core Values (Service, Transparency, Excellence and Partnership) are the framers of our continuing success.
Providing equal opportunities and a collaborative culture of excellence, Boomering is not just your average BPO. We are here to make a difference.
Future-proof your career and pursue your passion with Boomering! We want career thrill-seekers who are committed to growth as much as we are.
Website: www. boomering.ph
Career Portal: https://boomering.zohorecruit.com/jobs/Careers
Facebook and LinkedIn: Boomering Inc.; Boomering Careers
This is a remote position.
Skills Required
- Strong attention to detail and accuracy
- Confident written and verbal communication skills
- Comfort using Microsoft Outlook, Word, and Excel
- Sound judgment and ability to identify inconsistencies
- Strong communication, coordination, and time management skills
- Ability to work independently in a fast-paced environment
- At least one year of experience in Australian financial planning, financial services, insurance, accounting, professional services, or similar administrative support
- Exposure to Australian planning requirements, NCC, and Australian Standards
- Previous paraplanning experience or exposure to preparing or reviewing Statements of Advice or Records of Advice
- Exposure to Xplan or a similar financial planning platform
- Degree in Financial Planning, Finance, Commerce, Business, Accounting, or a related field
- Previous experience with Development Approval drawings and construction documentation
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The Company
What We Do
Boomering Inc. is a Business Process Offshoring company that provides specialized offshoring solutions and expert guidance for seamless offshore operations, helping businesses achieve global competitiveness and reduce costs.
