Hybrid Australian Paraplanner — ROAs, SOAs & Strategy

MicroSourcing; Philippines; Hybrid; PHP 502,000 - 893,000; Full time

Benefits offered by this job

Healthcare coverage day one

Performance bonuses

Flexible work arrangements

Paid time-off with cash conversion

Job summary

MicroSourcing is seeking an experienced Paraplanner to support Australian Financial Advisers. You will prepare ROAs/SOAs and high-quality, compliant documents while researching financial strategies.

The role accommodates hybrid onsite work in Eastwood, Quezon City, with day shift hours and a focus on accuracy and regulatory compliance. The ideal candidate has experience with Australian planning processes, ROA/SOA preparation, and using planning software (Xplan, AdviserLogic, Midwinter).

Qualifications

• Experience preparing compliant ROAs and SOAs.
• Strong understanding of Australian financial planning processes and regulatory requirements.
• Experience preparing advice for investment and superannuation strategies.

Responsibilities

• Prepare ROAs, SOAs, and supporting advice documentation.
• Draft advice on investment and superannuation strategies and rollovers.
• Conduct research to support adviser recommendations.
• Review client information to ensure accuracy and compliance.
• Collaborate with Financial Advisers to clarify strategies.
• Maintain accurate client records in planning systems.
• Ensure documents meet Australian regulatory standards before submission.
• Manage multiple files to meet turnaround times and standards.
• Apply feedback to improve technical knowledge and advice quality.
• Contribute to process improvements and team collaboration.

Skills

Attention to detail

Written English

Multi-file management

Professionalism

Communication skills

Time management

Education

Finance/Accounting degree

Tools

Xplan

AdviserLogic

Midwinter

Job description

MicroSourcing is seeking an experienced Paraplanner to support Australian Financial Advisers. You will prepare ROAs/SOAs and high-quality, compliant documents while researching financial strategies.

The role accommodates hybrid onsite work in Eastwood, Quezon City, with day shift hours and a focus on accuracy and regulatory compliance. The ideal candidate has experience with Australian planning processes, ROA/SOA preparation, and using planning software (Xplan, AdviserLogic, Midwinter).