Paraplanner — Financial Strategy & SoA Specialist

AS White Global; Manila; Hybrid; PHP 400,000 - 700,000; Full time

Benefits offered by this job

Great Place to Work certification

Medical care for you and family

Generous paid leave

LinkedIn Learning training

Company trips across APAC

Job summary

AS White Global in Manila seeks a skilled Paraplanner to support Australian financial planning teams. You will prepare SoA/RoA documents, conduct research, and coordinate with fund managers to meet client objectives.

Qualifications include 2+ years paraplanner experience, fluent English, and solid understanding of Australian superannuation. The role starts onsite in Manila with a gradual hybrid arrangement and aligns with Australian business hours.

Qualifications

• Minimum 2 years of paraplanner experience.
• Experience preparing SoA/RoA using Xplan.
• Strong written and verbal English skills.
• Knowledge of Australian superannuation and tax systems.

Responsibilities

• Prepare compliant Advise Documents (SoA, RoA) using Xplan.
• Collaborate with Client Service Manager and Advisers on financial strategies.
• Conduct investment/insurance research and coordinate with Fund Managers.
• Handle basic admin tasks and maintain client information in Xplan.

Skills

Paraplanner experience

Xplan

English proficiency

Australian super

Financial planning

Job description

AS White Global in Manila seeks a skilled Paraplanner to support Australian financial planning teams. You will prepare SoA/RoA documents, conduct research, and coordinate with fund managers to meet client objectives.

Qualifications include 2+ years paraplanner experience, fluent English, and solid understanding of Australian superannuation. The role starts onsite in Manila with a gradual hybrid arrangement and aligns with Australian business hours.