Paraplanner (Australian Financial Planning Services)

Advice Lab Inc; Taguig; Hybrid; PHP 480,000 - 600,000; Full time

Benefits offered by this job

Competitive salary

13th month payment

HMO: health insurance

Company-provided equipment: PC/laptop

Job summary

Advice Lab Inc is seeking a Paraplanner to work with advisers to prepare high-quality, compliant documents, model financial scenarios, and support technical planning tasks using Xplan.

You will prepare SoAs and RoAs, ensure accuracy and compliance, and contribute to paraplanning processes while collaborating with authorised representatives. Requires 3+ years' experience, Xplan expertise, and strong analytical and communication skills.

Qualifications

• Minimum 3 years of experience as a Paraplanner or in a similar advice-support role.
• Strong working knowledge of superannuation/pension strategies, re-contribution strategies, lending and investment concepts, SMSF and trust structures.
• Hands-on experience with Xplan (essential).
• Strong analytical and documentation skills.
• Good working knowledge of MS Outlook, Excel, Word, and PowerPoint.
• Bachelor's degree (4 year course) or at least 2 years in college with 2+ years of relevant experience.
• High attention to detail and the ability to work independently.
• Exceptional written and communication skills.
• Ability to link strategies to outcomes/benefits.

Responsibilities

• Prepare compliant Statements of Advice (SoAs) and Records of Advice (RoAs) tailored to adviser requirements.
• Ensure accuracy, technical quality, and compliance across all advice documents.
• Assist in developing complex advice strategies, including superannuation & pension strategies, re-contribution strategies, home equity lending, investments, SMSF, and trust structures.
• Conduct financial modelling: comparing current vs. recommended positions.
• Complete all tasks and workflows within Xplan (full system functionality required).
• Maintain strong professional relationships with authorized representatives.
• Contribute to improving paraplanning processes and documentation.

Skills

Paraplanner experience

Analytical skills

Written and communication skills

Education

Bachelor's degree

Tools

Xplan

MS Outlook

Excel

Word

PowerPoint

Job description

About the role

As a Paraplanner, you will work closely with advisers to prepare high-quality, compliant advice documents and support a wide range of technical financial planning tasks. You will also assist in modelling financial scenarios, updating systems, and strengthening advice processes.

Key responsibilities

• Prepare compliant Statements of Advice (SoAs) and Records of Advice (RoAs) tailored to adviser requirements.
• Ensure accuracy, technical quality, and compliance across all advice documents.
• Assist in developing complex advice strategies, including superannuation & pension strategies, re-contribution strategies, home equity lending, investments, SMSF, and trust structures.
• Conduct financial modelling: comparing current vs. recommended positions.
• Complete all tasks and workflows within Xplan (full system functionality required).
• Maintain strong professional relationships with authorized representatives.
• Contribute to improving paraplanning processes and documentation.

About you

• Minimum 3 years' experience as a Paraplanner or in a similar advice-support role.
• Strong working knowledge of superannuation/pension strategies, re-contribution strategies, lending and investment concepts, SMSF and trust structures.
• Hands-on experience with Xplan (essential).
• Strong analytical and documentation skills.
• Good working knowledge of MS Outlook, Excel, Word, and PowerPoint.
• Bachelor's degree (4 year course) or at least 2 years in college with 2+ years of relevant experience.
• High attention to detail and the ability to work independently.
• Exceptional written and communication skills.
• Ability to link strategies to outcomes/benefits.

Benefits

• Competitive salary that reflects your experience and skills.
• 13th month payment.
• HMO: health insurance coverage.
• Company-provided equipment: PC/laptop.