Paraplanner (SOA/ROA) – Australian Financial Planning

TOA Global Pty; Pampanga; On-site; PHP 893,000 - 1,216,000; Full time

Benefits offered by this job

21 Annual Service Incentive Leaves

HMO & Life Insurance from day one

Day shift daytime schedule

Onsite culture in Tarlac/Clark/Cebu/MB

Job summary

TOA Global Pty in the Philippines seeks a detail-driven Paraplanner to draft compliant Statements of Advice (SOAs) and Records of Advice (ROAs). You will collaborate with Australian senior paraplanners and managers to support advisory documentation using industry-standard planning tools.

You will manage client data, run scenarios, prepare portfolio reviews, and assist with insurance quoting, ensuring accuracy, compliance, and timely delivery within a daytime onsite schedule.

Qualifications

• Direct, hands-on experience producing SOAs and ROAs in Australian financial planning.
• Knowledge of Australian financial planning regulations, superannuation and risk strategies.
• Advanced Word formatting and strong Excel skills; familiarity with XPLAN is a plus.
• Excellent written and verbal English with high attention to detail.

Responsibilities

• Produce Statements of Advice (SOAs) and Records of Advice (ROAs) for client portfolios.
• Input and update client data, run modeling, and generate strategy illustrations.
• Prepare portfolio reviews including investment performance and asset allocation.
• Assist in Insurance Needs Analyses and obtain quotations from providers.

Skills

SOA/ROA production experience

Attention to detail

English communication

Time management

Process-driven

Tools

XPLAN

Microsoft Word

Excel

Job description

TOA Global Pty in the Philippines seeks a detail-driven Paraplanner to draft compliant Statements of Advice (SOAs) and Records of Advice (ROAs). You will collaborate with Australian senior paraplanners and managers to support advisory documentation using industry-standard planning tools.

You will manage client data, run scenarios, prepare portfolio reviews, and assist with insurance quoting, ensuring accuracy, compliance, and timely delivery within a daytime onsite schedule.