Paraplanner (On-site) — Complex Advice & Modelling

Advice Lab; Philippines; On-site; PHP 240,000 - 480,000; Full time

Job summary

Advice Lab in the Philippines is seeking a detail-oriented paraplanner to collaborate with Australian Financial Planners in creating effective advice strategies for clients.

You will develop high-quality, compliant documents (SoAs and RoAs), ensure accuracy, model financial positions, and update systems and workflows while fostering strong professional relationships with authorized representatives.

Qualifications

• Minimum 1–2 years of experience in paraplanning or similar tasks.
• Experience with X-Plan Financial Planning Software.
• Proficient in MS Outlook, Excel, Word and PowerPoint.
• Graduate from any four-year course, or at least 2 years of college with a bachelor's degree.

Responsibilities

• Develop and construct compliant financial advice documents (SoAs and RoAs).
• Ensure document accuracy, technical soundness and alignment with guidelines.
• Assist in developing complex, tailored advice strategies.
• Model current and recommended financial positions.
• Update systems and workflows per directions.
• Build and maintain professional relationships with authorized representatives.
• Support process development for paraplanning functions.

Skills

Paraplanning

Attention to detail

Relationship building

Education

Four-year degree

Bachelor’s degree alternative

Tools

X-Plan Financial Planning Software

MS Outlook

MS Excel

MS Word

MS PowerPoint

Job description

Advice Lab in the Philippines is seeking a detail-oriented paraplanner to collaborate with Australian Financial Planners in creating effective advice strategies for clients.

You will develop high-quality, compliant documents (SoAs and RoAs), ensure accuracy, model financial positions, and update systems and workflows while fostering strong professional relationships with authorized representatives.