Australian Paraplanner: Precise ROAs & SOAs for Advisers

VAP; Cebu City; Hybrid; PHP 2,902,000 - 4,018,000; Full time

Benefits offered by this job

HMO w/ Dental Coverage + Dependents

2-week paid Holiday Break

Fixed weekends off (Sat & Sun)

Dayshift schedule

Job summary

VAP is seeking an experienced Australian Paraplanner to support Australian Financial Advisers by preparing high-quality, compliant ROAs and SOAs and conducting financial strategy research. The role focuses on accuracy, accountability, and delivering professional work across investment and superannuation strategies.

Open to onsite in Cebu, with flexibility for work-from-home arrangements for the right candidate.

Qualifications

• Solid Australian paraplanner experience in an Australian financial planning practice.

Responsibilities

• Prepare compliant Records of Advice (ROAs), Statements of Advice (SOAs), and supporting documentation.

Skills

Paraplanner experience

ROA/SOA prep

Regulatory knowledge

Investment & super strategies

Superannuation knowledge

Financial research

Attention to detail

English communication

Multitasking

Professional conduct

Tools

Xplan

AdviserLogic

Midwinter

Job description

VAP is seeking an experienced Australian Paraplanner to support Australian Financial Advisers by preparing high-quality, compliant ROAs and SOAs and conducting financial strategy research. The role focuses on accuracy, accountability, and delivering professional work across investment and superannuation strategies.

Open to onsite in Cebu, with flexibility for work-from-home arrangements for the right candidate.