Paraplanner (Mid‑Level) – Australian Financial Planning WFH

Independent Adviser Services Pty Ltd; Metro Manila; Remote; PHP 2,688,000 - 4,256,000; Full time

Benefits offered by this job

Flexible work arrangements

Career progression

Training and development

Supportive team culture

Job summary

Cooee Wealth Partners, a leading Australian financial services firm, is seeking a mid‑level to senior Paraplanner to join our remote team. You will support financial advisers in delivering holistic plans, preparing SOAs/ROAs, and ensuring compliance with Australian regulations.

This Philippines-based role offers flexible work arrangements, ongoing training, and clear career progression into senior paraplanning or associate adviser pathways.

Qualifications

• Minimum 3 years paraplanning experience for an Australian financial planning firm
• Strong knowledge of superannuation, personal insurance and retirement planning
• Experience preparing SOAs/ROAs (not just admin support)
• Strong written English and ability to explain strategies clearly

Responsibilities

• Develop tailored financial plans for clients
• Prepare SOAs/ROAs and client presentations
• Stay updated on legislation and industry best practices
• Contribute to improved internal processes and procedures
• Ensure advice complies with Australian regulations and internal standards

Skills

Paraplanning

Financial planning knowledge

SOA/ROA prep

English communication

Tools

Plutosoft

Job description

About the role

Are you an experienced financial planning paraplanner looking to work from home in a dynamic, supportive environment? Cooee Wealth Partners, a leading financial services firm, is seeking a talented Mid-Level to senior Paraplanner to join their team. This full-time, remote position will see you providing essential support to financial advisers, helping them deliver holistic financial plans to their clients.

What you'll be doing

• Conduct comprehensive research and analysis to develop tailored financial plans for clients
• Prepare detailed statements of advice, client presentations, and other documentation
• Stay up-to-date with changes in legislation, regulations, and industry best practices
• Contribute to the continuous improvement of internal processes and procedures
• Ensure all advice is compliant with Australian regulations and internal standards

What we're looking for

• Minimum 3 years paraplanning experience for an Australian financial planning firm
• Strong technical knowledge of:
  • Superannuation
  • Personal insurance
  • Retirement planning
• Experience preparing SOAs/ROAs (not just admin support)
• Strong written English and ability to explain strategies clearly
• Experience with Plutosoft (highly preferred)
• High attention to detail and accuracy
• Ability to work independently and meet deadlines
• Comfortable working Australian business hours or with partial overlap

Work Setup

• Remote, full-time (Philippines-based)
• Must have reliable internet and a quiet workspace
• Work with a supportive Australian team
• Training and development provided

What We Offer

• Flexible work arrangements, including the option to work from home
• Competitive salary (commensurate with experience)
• Long-term, stable role with career progression
• Supportive team culture
• Exposure to complex advice strategies
• Opportunity to grow into senior paraplanning or associate adviser pathways