Bravo Outsourcing Solutions Hiring! Work from Home Paraplanner (Australian Client) | Remote | Full-time WFH in - Ricebowl

At Bravo Outsourcing Solutions, we believe our people are the foundation of our success. Our culture is built on respect, collaboration, and supporting one another.

We strive to create a workplace where employees feel valued, heard, and empowered to grow both personally and professionally. Our leadership is committed to fostering open communication, professional development, and a positive environment where everyone can perform at their best.

If you're looking for a company that values your contribution and supports your growth, we’d love to have you on our team.

Why Join Bravo?

We believe great people deserve great support. Here’s what you can expect when you join us:

• Competitive and stable full-time work from home opportunity
• HMO and Life Insurance coverage
• 13th Month Pay
• Government Contributions (SSS, PhilHealth, Pag-IBIG)
• Sick Leave and Vacation Leave benefits
• Free Training and Professional Development opportunities
• Monthly Virtual Employee Engagement activities (with prizes!)
• Fun Company Get-Togethers
• An Annual Christmas Party that our team truly looks forward to
• Year-End Package

We make sure our team not only works hard, but also feels appreciated and celebrated.

About the Role

We are seeking a Paraplanner to join our team, providing a blend of paraplanning and administrative support to help our financial advice business deliver exceptional outcomes for clients. This is a hands-on role suited to someone who is detail-oriented, technically capable, and comfortable balancing technical financial planning work with day-to-day business administration.

Key Responsibilities

• Prepare Statements of Advice (SoAs), Records of Advice (RoAs), and other advice documentation.
• Conduct research and analysis on investment, superannuation, insurance, and retirement strategies using Plutosoft and Omnium.
• Assist with strategy development and modelling to support client recommendations.
• Liaise with product providers and platforms to gather information required for advice preparation.
• Ensure all advice documentation meets compliance and regulatory requirements.
• Review and quality-check advice documents prior to adviser sign-off.
• Manage client files and records using a combination of Plutosoft and Google Workspace, ensuring data accuracy and completeness.
• Prepare, send, and track documents for electronic signature via Adobe Sign.
• Coordinate with clients, product providers, and third parties to progress applications and requests
• Support the implementation of advice, including processing applications and following up outstanding items
• Maintain compliance registers and ensure documentation is filed correctly.
• Assist with general practice administration, correspondence, and diary/workflow management as needed.
• Completion of AML requirements.

About You

• Minimum 3 years' experience in a paraplanning role within financial advice.
• Demonstrated experience using Plutosoft.
• Proficient with Adobe products, including Adobe Sign and PDF editor.
• Strong understanding of financial planning strategies, superannuation, investments, and insurance
• Excellent written communication skills, with high attention to detail
• Strong organisational skills and the ability to manage competing priorities and deadlines.
• Sound knowledge of relevant compliance and regulatory requirements in financial advice.
• Confident working independently, demonstrates initiative and fast learner.
• A proactive, solutions-focused approach to admin and technical tasks alike