Remote Paraplanner — Path to Senior Advisory

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

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.