Paraplanner (AO-14248)

Access Offshoring Philippines, Inc.; Philippines; Remote; PHP 450,000 - 600,000; Full time

Benefits offered by this job

Work from home

20 Days Annual Leave

HMO

13th Month Pay

Work from Home Allowance

Government Statutory Benefits

Computer Equipment

Opportunities for growth

Competitive salary

Job summary

Access Offshoring Philippines, Inc. seeks a Paraplanner to prepare Statements of Advice (SOAs) and Records of Advice (ROAs) for Australian clients. You will use Xplan modelling tools, perform research, and collaborate with compliance to ensure accuracy and regulatory alignment.

The ideal candidate has at least three years in paraplanning, is highly organized, meets deadlines, and thrives in a remote, home-based role serving Australian-based clients.

Qualifications

• 3+ years of paraplanning experience with SOAs/ROAs.
• Strong knowledge of Australian taxation, insurance and superannuation.
• Experience with Xplan modelling for SOAs/ROAs.
• Experience using Xtools Risk Researcher and Morningstar.
• Experience quoting insurance premiums and using Productrex.
• Familiarity with AI tools such as Paradino.

Responsibilities

• Advice Preparation: Prepare comprehensive SOAs and ROAs.
• Financial Modelling: Use Xplan modelling tools for cash flow modelling.
• Research and Comparisons: Use Xtools Risk Researcher and Morningstar for research.
• Insurance Quoting: Obtain and compare insurance premiums using Productrex.
• Technical Application: Apply knowledge of Australian taxation, insurance, and superannuation.
• Compliance Liaison: Coordinate with compliance to finalise plans to standard.
• Workflow Management: Organise priorities and meet deadlines.

Skills

Paraplanning

Independent working

Deadline driven

Organised

Tools

Xplan modelling

Xplan wizards

Xtools Risk Researcher

Morningstar

Productrex

Paradino AI

Job description

Category: Finance (Brokers) Location:

ABOUT ACCESS OFFSHORING

We specialise in providing Australian businesses with experience and qualified professionals based in the Philippines. Not only does our team of recruiters have extensive experience in sourcing and recruiting offshore talent, we also help Australian businesses implement best practice when it comes to building an offshore team.

ABOUT THE CLIENT

Specialist financial planning and wealth advisory firm focused on helping medical professionals, including doctors and dentists, achieve financial clarity and long-term financial confidence through tailored advice and planning.

JOB SUMMARY

The Paraplanner is responsible for preparing comprehensive Statements of Advice (SOAs) covering multiple financial planning strategies, and supporting the preparation of Records of Advice (ROAs). The role requires strong technical knowledge of Australian financial planning, proficient use of research and modelling tools, and collaboration with compliance to deliver accurate, high-quality advice documents. The ideal candidate has at least three years of experience in a similar paraplanning role, works independently, is highly organised and consistently meets deadlines.

KEY RESPONSIBILITIES

• Advice Preparation: Prepare comprehensive Statements of Advice (SOAs) covering multiple strategies and use Xplan wizards to prepare SOAs and Records of Advice (ROAs).
• Financial Modelling: Use Xplan modelling tools, including cash flow modelling, to support financial planning recommendations.
• Research and Comparisons: Conduct investment and insurance research using Xtools Risk Researcher, Morningstar and product comparison tools such as Productrex.
• Insurance Quoting: Obtain and compare insurance premium quotations across various insurance products to support advice recommendations.
• Technical Application: Apply knowledge of Australian taxation, insurance and superannuation, including structures such as trusts and companies, when preparing advice documents.
• Compliance Liaison: Work with the compliance team to review, refine and finalise plans to the required compliance standard.
• Workflow Management: Organise competing priorities, manage advice preparation tasks independently and deliver work within agreed deadlines.

Requirements

• At least 3 years of experience in a similar paraplanning role, preparing comprehensive multi-strategy SOAs.
• Good understanding of Australian taxation, insurance and superannuation systems, including trusts and companies.
• Experience with Xplan modelling, including cash flow, and Xplan wizards for SOAs and ROAs.
• Experience using Xtools Risk Researcher and Morningstar.
• Experience quoting insurance premiums for various products and using product comparison tools such as Productrex.
• Familiarity with AI tools such as Paradino.
• Strong organisational skills, independence and ability to meet deadlines.
• Ability to liaise with compliance and finalise advice documents to required standards.

Benefits

Here at Access Offshoring, we believe in more than finding our clients the right candidate. We believe in the human perspective. We believe in our candidates and their dreams. We believe in finding the right role for you. We are committed to working for you as much as we work for our clients. Access Offshoring is dedicated to saving business owners 2,000,000 hours by 2031 and we need your help. Transforming the way businesses operate, we connect great businesses with amazing offshore talent. We recognise that we often get more done in our own designed workspace, so Access Offshoring offers a complete work from home model. Yep - that's right, 100% work from home. But wait there's more.

Here are just some of our benefits:

• Australian clients and Australian hours (giving you great experience and an early finish!)
• Work from Home Allowance
• HMO for you AND a dependent
• 20 Days Annual Leave and 5 Days Sick Leave
• Government Statutory Benefits
• 13th Month Pay
• Computer Equipment
• Opportunities for growth
• And of course, a competitive salary

Details Originally posted on Himalayas