Australian Paraplanner — SoA Specialist (Dayshift, Weekends Off)

Vap; Philippines; Remote; PHP 420,000 - 620,000; 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 Australian Paraplanner to support financial advisers from the Philippines. The role focuses on research, report preparation, and collaboration with advisers to deliver compliant SoAs and ROAs for Australian clients.

You will handle quotes, product comparisons, and CRM documentation while ensuring ASFL compliance and accurate data management. This is a remote role with international client interaction.

Qualifications

• Solid experience as a Paraplanner supporting an Australian Financial Planning Firm.
• Proficiency with Xplan and/or Adviser Logic (Financial Planning Tools).
• Experienced in Financial Planning Modelling creation.
• Handled preparation and implementation of Statements of Advice (SoA).
• Experience in Investment and/or Insurance Implementation.
• Prior experience with Records of Advice (RoA).
• Able to liaise between advisors, insurance companies, clients, and other parties involved.

Responsibilities

• Providing quotes for Risk and/or Financial Planning SoA with product cost comparisons for Superannuation, Pension and Investments.
• Ensuring advice aligns with ASFL compliance parameters while preparing ROA for regulatory standards.
• Generating new business income from risk insurance and superannuation advice and implementing client financial plans.
• Completing fact-finding documents and managing client work papers and information.
• Updating client files and CRM data to maintain compliance.
• Liaising with fund managers, administrators and life companies to support recommendations.

Skills

Paraplanning

Financial planning

Client liaison

Regulatory awareness

Attention to detail

Tools

Xplan

Adviser Logic

Job description

VAP is seeking an Australian Paraplanner to support financial advisers from the Philippines. The role focuses on research, report preparation, and collaboration with advisers to deliver compliant SoAs and ROAs for Australian clients.

You will handle quotes, product comparisons, and CRM documentation while ensuring ASFL compliance and accurate data management. This is a remote role with international client interaction.