Remote Paraplanner: SOA/ROA, Modelling & IRESS Xplan

Three Peaks International; Manila; On-site; PHP 420,000 - 700,000; Full time

Benefits offered by this job

Permanent Work from home setup

Competitive pay

Paid Time off

Paid Australian Holidays

Job summary

Three Peaks International, a Sydney-based staffing solutions partner, seeks an experienced AU Financial Paraplanner to support Australian advisers from a remote setup. You will prepare SOAs/ROAs, perform modelling, and manage client files with strict compliance and confidentiality.

Featuring strong IRESS Xplan skills and research capabilities, you will coordinate with platforms like CFS Edge, HUB24, Expand, and ensure timely delivery of advice documents and implementation support.

Qualifications

• Minimum 2 years' experience in paraplanning or a financial planning support role within the Australian financial services industry.
• Experience preparing or supporting the preparation of SOAs, ROAs, financial modelling, research, and advice documentation.
• Strong standard of written English, with the ability to prepare clear, accurate, and professional advice documentation.
• Experience using IRESS Xplan for advice documentation, financial modelling, and CRM.
• Demonstrated understanding of the Australian financial planning and wealth management environment.

Responsibilities

• Paraplanning & Advice Documentation: Prepare draft SOAs, ROAs, review documents, and other advice documents for adviser review.
• Perform financial calculations, modelling, and analysis for client strategies.
• Support modelling for superannuation, retirement, insurance, tax, and contributions.
• Ensure documents are accurate, complete, professional, and submitted on time.
• Research & Strategy Support: Conduct research on investments, superannuation, insurance, platforms, products, and strategies.
• Prepare product comparisons and research to support client recommendations.
• Maintain accurate records and supporting evidence of research.
• Client File & Implementation Support: Review client information and identify missing or incomplete details.
• Prepare and maintain client files for advice, reviews, and implementation.
• Assist with implementing approved advice and liaising with providers.
• Track outstanding tasks and escalated delays or issues.
• Compliance & Quality Assurance: Ensure advice documents and client files meet Australian regulatory and licensee requirements.
• Apply knowledge of ASIC requirements and Best Interests Duty.
• Maintain accurate records, calculations, file notes, and supporting documents.
• Identify and elevate compliance issues or documentation gaps.
• Maintain strict confidentiality of client and business information.
• Systems & Teamwork: Maintain accurate client information, tasks, and documents in relevant systems.
• Use IRESS Xplan for advice documentation, modelling, and CRM activities.
• Use platforms such as CFS Edge, HUB24, and Expand when required.
• Use research and quoting tools to support paraplanning activities.
• Manage deadlines and communicate progress and outstanding tasks.
• Work closely with Financial Advisers and the wider team.
• Suggest improvements to processes, templates, systems, and workflows.

Skills

SOA/ROA preparation

Financial modelling

IRESS Xplan

Research & analysis

Documentation & compliance

Client file management

Tools

IRESS Xplan

CFS Edge

HUB24

Expand

Job description

Three Peaks International, a Sydney-based staffing solutions partner, seeks an experienced AU Financial Paraplanner to support Australian advisers from a remote setup. You will prepare SOAs/ROAs, perform modelling, and manage client files with strict compliance and confidentiality.

Featuring strong IRESS Xplan skills and research capabilities, you will coordinate with platforms like CFS Edge, HUB24, Expand, and ensure timely delivery of advice documents and implementation support.