Paraplanner: Strategy, Compliance & SOA/ROA Docs

Cloudstaff Philippines Inc.; Philippines; Hybrid; PHP 450,000 - 650,000; Full time

Benefits offered by this job

Health and life insurance

Flexible leave credits

Career advancement

Company-provided PC

Fiber internet connection

Tech-on-Wheels support

Employee Share Units

Cloudstaff Dream Points

Job summary

Cloudstaff Philippines Inc. seeks a Paraplanner to support Financial Advisers by preparing SOAs/ROAs, conducting technical research, and ensuring compliance with Australian regulatory requirements.

You will model retirement and investment strategies, draft documents, coordinate with advisers and product providers, and maintain audit-ready client files under deadlines.

The role offers benefits and professional development within a global outsourcing environment.

Qualifications

• Relevant tertiary qualification is required.
• 3+ years as a paraplanner in an Australian licensed practice.
• Strong knowledge of superannuation, retirement, insurance, investments, and tax concepts.
• Excellent written communication skills.

Responsibilities

• Draft SOAs and ROAs in line with adviser strategy and templates.
• Ensure documents meet general advice content requirements and duties.
• Model retirement, TRIS and income strategies with approved tools.
• Coordinate with advisers, providers, and platforms for quotes and info.
• Maintain audit-ready client files and improve templates with compliance.

Skills

Analytical thinking

Written communication

Regulatory knowledge

Research abilities

Education

Relevant tertiary qualification

Tools

Microsoft Office (Word, Excel, Outlook)

Financial planning/CRM software

ASIC/AFSL knowledge

Job description

Cloudstaff Philippines Inc. seeks a Paraplanner to support Financial Advisers by preparing SOAs/ROAs, conducting technical research, and ensuring compliance with Australian regulatory requirements.

You will model retirement and investment strategies, draft documents, coordinate with advisers and product providers, and maintain audit-ready client files under deadlines.

The role offers benefits and professional development within a global outsourcing environment.