Salary: Php 80,000 to Php 90,000
The company is a boutique Australian financial planning practice specializing in self-managed superannuation funds (SMSFs), comprehensive investment strategies, personal risk insurance, and ongoing wealth advice. Dedicated to delivering high-touch, highly compliant advice, the firm prides itself on driving strong client relationships and seamless operational efficiency.
We are seeking an experienced Paraplanner / Senior Executive Assistant to serve as the Financial Planner’s trusted operational partner. Going beyond traditional back-office document generation, this versatile, client-facing role combines technical paraplanning expertise with proactive executive support, end-to-end review management, and strategy implementation. The successful candidate will take full ownership of client workflows, keeping advice tasks progressing smoothly so the Financial Planner can focus on strategic client conversations and business growth.
🚀 Expand Your Team Without Compromise (www.pear-tree.com)
You want to grow your team with the right people, but you’re hitting challenges like; Increasing hiring costs, A shallow local talent pool, Concerns about consistency and quality.
The dilemma: do you overspend to secure top local talent, or settle for less-than-ideal candidates who hold back your growth?
Why Going It Alone is Tough
- Traditional recruitment is expensive and draws from the same limited pool.
- Freelance platforms can’t guarantee long-term quality or reliability.
- Hiring overseas comes with complex legal and compliance hurdles.
🌎 We Make Global Hiring Simple
Pear Tree takes the complexity out of international recruitment. We match you with skilled, reliable, and cost-effective professionals from the Philippines, India, Nepal, South Africa and Latin America who fit your business perfectly.
- Substantial savings on recruitment and salary costs
- Access to a wide, highly skilled talent market
- A streamlined hiring process that saves you time
- Confidence backed by our 6-month “Perfect Hire” Guarantee
🔑 Our Process
1. Source and rigorously vet candidates on your behalf
2. Arrange and support the interview process
3. Hold your hand through the legal and logistical requirements that come with overseas hiring
4. Provide ongoing support to ensure seamless onboarding and retention
✅ A Smarter Way to Scale
Forget the false choice between paying top dollar locally or settling for poor hires. We give you a better option: affordable, skilled, and dependable international talent.
Join leading entrepreneurs and business owners already benefiting from this approach.
Book a call today and let us help you define your role, write your job description, and secure your next star team member — guaranteed.
