HUSTLE IN BGC, LUNCH IS ON US!

Free lunch every day, plus extra treats to help you grow, earn, and save more! 

Awesome perks await in #WeAreTGT: BGC!

• Health & Wellbeing: Additional HMO (with dependent & pre-existing coverage), dental support, life insurance 

• Rewards & Recognition: 24 PTOs (with conversion), annual appraisals, awards, referral programs, company events 

• Growth & Perks: Free daily meals & treats, career development, certifications, employee savings program, vibrant office culture 

• Vibrant City Location: Work in BGC, Taguig (Day Shift!)

Ideal Candidate Profile

What You'll Bring (Experience)

• 2+ years’ experience in paraplanning or financial planning support roles

• Knowledge of Australian financial planning regulations (ASIC, FASEA or equivalent standards)

• Experience preparing SOAs, ROAs, and financial strategy modelling

• Strong attention to detail with excellent written communication skills

• Background in Financial Planning, Commerce, or related field preferred

• Knowledge of investments, superannuation, insurance, and retirement planning

About You (Soft Skills)

• Able to manage multiple tasks and meet deadlines with ease

• Highly detail-oriented with a strong focus on accuracy and quality

• Well-organized with good time management skills

• Proactive, reliable, and able to work independently

• Strong communicator with the ability to coordinate with stakeholders effectively

Your Impact Starts Here

Advise Preparation

• Prepare high-quality SOAs and ROAs in line with compliance and licensee requirements

• Conduct research on financial products and strategies

• Assist advisers in strategy development and modelling

• Ensure all documentation is accurate, compliant, and client-ready

Client Service Support

• Support advisers with client meeting preparation and follow-up actions

• Maintain accurate and up-to-date client records

• Liaise with product providers and internal teams to facilitate implementation

Compliance & Risk

• Ensure all advice documentation complies with regulatory and internal standards

• Stay up to date with changes in legislation and industry requirements

• Assist in audit preparation and file reviews

Process Improvement

• Identify opportunities to improve advice preparation workflows

• Contribute to the development of templates and standard operating procedures

• Support continuous improvement initiatives within the team

ABOUT US @ TGT GLOBAL

As a Great Place to Work® certified company with top ratings given by our teams, we make sure our people enjoy more than just a job.

Make the most of our 100% virtual recruitment. Apply today!