Senior Paraplanner: Complex Financial Planning & SOAs

Factor1 Group; Pampanga; Remote; PHP 400,000 - 650,000; Full time

Job summary

Factor1 is seeking a skilled Paraplanner based in the PH team to prepare Statements of Advice (SOAs) for Australian financial advisers. You will work with autonomy across superannuation, investments, insurance, retirement planning, SMSF and estate planning, ensuring compliance and client-ready documentation.

You will conduct financial modelling, cashflow projections and comparative analyses, manage multiple SOAs to meet deadlines, and continuously update knowledge of regulatory frameworks.

Qualifications

• Advanced knowledge of paraplanning across financial planning strategies.
• Ability to prepare SOAs and ROAs with accuracy and compliance.
• Experience with Australian regulatory frameworks.

Responsibilities

• Prepare comprehensive, compliant SOAs across superannuation, investments, insurance, retirement planning, SMSF, and estate planning strategies.
• Conduct financial modelling, scenario analysis, and cashflow projections to support advice recommendations.
• Ensure all advice documents are accurate, compliant.
• Prepare alternative strategy comparisons, risk profiles, and fee disclosure documentation as required.
• Manage concurrent SOA preparation across multiple advisers and clients, meeting agreed deadlines.
• Research and analyse superannuation, insurance, investment, social security, aged care, and SMSF strategies to support adviser recommendations.

Skills

Paraplanning

Financial modelling

Advanced communication

Client advisory support

Education

Advanced Diploma of Paraplanning

Diploma of Financial Planning

Tools

Xplan

AdviserLogic

Job description

Factor1 is seeking a skilled Paraplanner based in the PH team to prepare Statements of Advice (SOAs) for Australian financial advisers. You will work with autonomy across superannuation, investments, insurance, retirement planning, SMSF and estate planning, ensuring compliance and client-ready documentation.

You will conduct financial modelling, cashflow projections and comparative analyses, manage multiple SOAs to meet deadlines, and continuously update knowledge of regulatory frameworks.