Australian Paraplanner - ROA/SOA Specialist (Hybrid)

MicroSourcing; Quezon City; Hybrid; PHP 600,000 - 900,000; Full time

Benefits offered by this job

Healthcare coverage day one

Performance bonuses

Paid time off with cash conversion

Group life insurance

Hybrid work setup

Job summary

MicroSourcing in Eastwood, Quezon City, is seeking an experienced Paraplanner to support Australian Financial Advisers by preparing high-quality, compliant ROAs/SOAs and performing strategic research. This hybrid role offers day shift hours and onsite or flexible work arrangements.

The ideal candidate will have strong knowledge of Australian planning processes, regulatory requirements, and experience with investment and superannuation strategies, backed by excellent written English and

Qualifications

• Experience preparing compliant ROAs and SOAs in Australia.
• Familiarity with Australian planning process and regulations.
• Experience drafting advice for investment and superannuation strategies.
• Knowledge of superannuation, investments, and retirement concepts.
• Ability to research financial products to support adviser recommendations.
• Strong attention to detail to produce compliant advice documents.
• Excellent written English and organisational skills.

Responsibilities

• Prepare ROAs and SOAs and supporting documentation.
• Draft advice for investments, superannuation, and insurance strategies.
• Conduct regulatory and strategy research to support recommendations.
• Review client data to ensure documentation accuracy and compliance.
• Collaborate with Financial Advisers to clarify strategies and needs.
• Maintain client records in planning systems and meet turnaround times.
• Ensure documents meet Australian regulatory standards before submission.
• Contribute to process improvements and team collaboration.

Skills

ROAs/SOAs preparation

Australian financial planning

Attention to detail

Written English clarity

Regulatory/compliance focus

Multi-file management

Adviser collaboration

Tools

Xplan

AdviserLogic

Midwinter

Job description

MicroSourcing in Eastwood, Quezon City, is seeking an experienced Paraplanner to support Australian Financial Advisers by preparing high-quality, compliant ROAs/SOAs and performing strategic research. This hybrid role offers day shift hours and onsite or flexible work arrangements.

The ideal candidate will have strong knowledge of Australian planning processes, regulatory requirements, and experience with investment and superannuation strategies, backed by excellent written English and