Australian Financial Planning Associate | Hybrid Role

MicroSourcing; Philippines; Hybrid; PHP 40,000 - 80,000; Full time

Benefits offered by this job

Healthcare coverage on day one (incl.

Dependent coverage

Paid time-off with cash conversion

Group life insurance

Performance bonuses

Job summary

MicroSourcing is hiring an Australian Financial Planning Associate in Eastwood, Quezon City. The role supports Australian advisers, preparing high-quality, compliant ROAs and SOAs, and conducting financial strategy research in a hybrid work setup.

The ideal candidate will have experience with ROA/SOA preparation, Australian financial planning processes, and proficient English communication. Knowledge of planning software (Xplan, AdviserLogic, Midwinter) is highly regarded, with on-site or hybrid

Qualifications

• Experience preparing compliant ROAs and SOAs.
• Strong understanding of Australian financial planning process & regulations.
• Experience drafting advice for investment, superannuation, and insurance strategies.
• Knowledge of Australian superannuation, investments, personal insurance, retirement planning concepts.
• Ability to perform financial product and strategy research to support adviser recommendations.
• Excellent written English and organisational skills.

Responsibilities

• Prepare ROAs, SOAs, and supporting documentation.
• Draft investment and superannuation advice communications.
• Conduct research to support adviser recommendations.
• Review client information for accuracy and compliance.
• Collaborate with advisers to clarify strategies and requirements.
• Maintain accurate client records in planning systems.
• Ensure documents meet Australian regulatory standards before submission.
• Handle multiple files with timely delivery and quality.
• Support process improvements and team collaboration.

Skills

ROA/SOA preparation

Australian financial planning process

Regulatory compliance knowledge

English writing & communication

Attention to detail

Multi-file management

Professionalism & accountability

Software familiarity

Tools

Xplan

AdviserLogic

Midwinter

Job description

MicroSourcing is hiring an Australian Financial Planning Associate in Eastwood, Quezon City. The role supports Australian advisers, preparing high-quality, compliant ROAs and SOAs, and conducting financial strategy research in a hybrid work setup.

The ideal candidate will have experience with ROA/SOA preparation, Australian financial planning processes, and proficient English communication. Knowledge of planning software (Xplan, AdviserLogic, Midwinter) is highly regarded, with on-site or hybrid