Australian Paraplanner (Hybrid) — ROA/SOA Specialist

MicroSourcing International; Quezon City; Hybrid; PHP 600,000 - 800,000; Full time

Benefits offered by this job

Healthcare on day one

Performance bonuses

Flexible work arrangements

Career growth opportunities

Inclusive team culture

Job summary

MicroSourcing in Eastwood, Quezon City is seeking an experienced Australian Paraplanner to support Australian Financial Advisers by preparing high quality, compliant advice documents and conducting financial strategy research.

This hybrid, day-shift role offers the chance to work onsite or hybrid for the right candidate, with a focus on ROAs/SOAs, investment strategies, and regulatory compliance.

Qualifications

• Experience preparing ROAs and SOAs
• Strong understanding of Australian financial planning process and regulations
• Experience preparing advice for investment and superannuation portfolio rebalancing, superannuation and investment contributions, investment portfolio establishment, superannuation rollovers, and Life, TPD, and Trauma Insurance strategies
• Knowledge of Australian superannuation, investments, personal insurance, and retirement planning concepts
• Experience conducting financial product and strategy research to support adviser recommendations
• Strong attention to detail with the ability to produce accurate, compliant advice documentation
• Excellent written English communication and organisational skills
• Ability to manage multiple advice files while meeting deadlines and quality standards
• Demonstrates professionalism, accountability, and a commitment to continuous improvement
• Experience using Xplan, AdviserLogic, Midwinter, or similar Australian financial planning software is highly regarded
• Exposure to implementation support, SMSFs, retirement strategies, investment modelling, or compliance reviews is an advantage
• Open to working onsite or hybrid for right candidates.

Responsibilities

• Prepare compliant Records of Advice (ROAs), Statements of Advice (SOAs), and supporting advice documentation
• Draft advice relating to investment and superannuation portfolio rebalancing, contribution strategies, investment portfolio establishment, superannuation rollovers, and Life, TPD, and Trauma Insurance
• Conduct financial product, legislative, and strategy research to support adviser recommendations
• Review client information to ensure advice documentation is accurate, complete, and compliant
• Collaborate with Financial Advisers to clarify strategies and advice requirements
• Maintain accurate client records and supporting documentation within financial planning systems
• Ensure advice documents meet internal quality standards and Australian regulatory requirements before submission
• Manage multiple advice files while meeting agreed turnaround times and service standards
• Apply feedback to continuously improve technical knowledge and advice quality
• Contribute to process improvements and support a collaborative team environment

Job description

MicroSourcing in Eastwood, Quezon City is seeking an experienced Australian Paraplanner to support Australian Financial Advisers by preparing high quality, compliant advice documents and conducting financial strategy research.

This hybrid, day-shift role offers the chance to work onsite or hybrid for the right candidate, with a focus on ROAs/SOAs, investment strategies, and regulatory compliance.