Paraplanner

TOA Global Pty; Tarlac City; On-site; PHP 893,000 - 1,216,000; Full time

Benefits offered by this job

Annual leaves

HMO coverage

Life Insurance

Day shift

Onsite culture

Career growth

Job summary

TOA Global Pty in the Philippines is seeking a detail-driven Paraplanner to draft SOAs, ROAs, and portfolio reviews for Australian clients. Based onsite in Tarlac, you will collaborate with senior paraplanners and operations managers to ensure accuracy and compliance using XPLAN and Word/Excel.

The role emphasizes data integrity, strategic analysis, and timely delivery, with day shifts, a clear career pathway, and benefits including HMO, life insurance, and annual leave.

Qualifications

• Direct, hands-on experience producing SOAs and ROAs within a financial planning context.
• Advanced Microsoft Word skills for document formatting and styling; strong Excel capabilities.
• Familiarity with XPLAN is highly advantageous.

Responsibilities

• Prepare SOAs and ROAs across superannuation, investments, retirement planning, and personal insurance.
• Input client data, run modelling, generate strategy illustrations, and maintain clean records.
• Produce portfolio reviews with investment strategy performance and rebalancing recommendations.
• Assist in insurance needs analysis and obtain quotations from major providers.

Skills

SOA/ROA drafting

English communication

Attention to detail

Time management

Process-driven

Microsoft Word

Microsoft Excel

XPLAN

Tools

XPLAN

Job description

Paraplanner

Location: Tarlac, Philippines

Work Arrangement: Onsite, Full-time

Shift: Monday - Friday | 7:00 AM - 4:00 PM PHT

Salary Range: Php 80,000 - Php 109,000

Unlock Your Potential!

At TOA Global, we have a deep commitment to empowering individuals to excel in their enterprises, careers, and communities. Our global footprint stretches across Australia, New Zealand, North America, and the Philippines, supporting our global clients across the accounting, finance, and professional services industries.

We are seeking a detail-driven, experienced Paraplanner to play a pivotal role in producing the strategic financial documentation that underpins our advice production pipeline. You will collaborate closely with Australian senior paraplanners and operations managers to draft compliant Statements of Advice (SOAs), Records of Advice (ROAs), and portfolio review documents utilizing industry-standard financial planning software.

Your Impact

• Statement of Advice Production: Prepare comprehensive, accurate Statements of Advice (SOAs) and Records of Advice (ROAs) across superannuation, investments, retirement planning, and personal insurance strategies.
• Database & Strategy Management: Input and update client financial data, execute modeling, generate strategy illustrations using planning software (including XTools+), and maintain clean data records.
• Portfolio Reviews & Analysis: Prepare structured client review documentation covering investment strategy performance, asset allocation, and portfolio rebalancing recommendations.
• Insurance Analysis & Provider Quoting: Assist in conducting thorough Insurance Needs Analyses, evaluate risk protection structures, and request insurance quotations directly from major Life Insurance Providers.

What You Bring

• The Experience:Direct, hands-on experience producing SOAs and ROAs within an Australian financial planning or wealth advisory practice (3-4+ years of specialized experience preferred).
• Strategic Knowledge: Intermediate-to-strong understanding of Australian financial planning regulations, superannuation frameworks, investment portfolios, and risk insurance strategies.
• Software Competency: Advanced Microsoft Word skills (formatting, styling, table manipulation) and intermediate-to-advanced Excel capabilities; familiarity with XPLAN is highly advantageous.
• Core Competencies: Exceptional written and verbal English communication skills, high attention to detail, strong time-management abilities, and a process-driven, self-motivated approach.

Why You'll Love It Here

We believe in rewarding high achievers with a work environment that fuels both professional growth and personal well-being.

• Time for You: Enjoy 21 Total Annual Service Incentive Leaves, flexible to use for travel, emergencies, or anything you may need for your Me time.
• Tenure Recognition Program: Celebrate your milestones with us; on your 2nd year, choose between a cash reward or one free HMO dependent.
• Health & Security: Comprehensive HMO and Life Insurance coverage from day one.
• Day Shift Balance: Enjoy a stable daytime schedule, keeping your evenings and weekends completely free.
• Vibrant Onsite Culture: Work alongside our specialized, practice-aligned team in our modern facilities in Tarlac, Clark, Cebu, or Manila surrounded by experienced peers who provide immediate mentorship and support.
• Wealth Management Career Pathway: Expand your technical Australian financial planning expertise and strategic advisory skills, establishing a clear trajectory toward Senior Paraplanner, Practice Manager, and Financial Adviser roles.