Senior Paraplanner - Remote-First, High-Impact Planning

Jamieson Private Wealth; Manila; On-site; PHP 3,752,000 - 5,629,000; Full time

Benefits offered by this job

Private health insurance

13-month payment each year

Annual performance bonus

Company-issued IT equipment

Internet reimbursement

Remote-first culture

Job summary

Jamieson Private Wealth is seeking a Senior Paraplanner to prepare comprehensive SOAs and ROAs for private wealth advisers. You will perform modelling, cashflow projections, and scenario analyses, ensuring all documents comply with ASIC RGs and internal standards, while guiding junior staff.

Advanced paraplanning qualifications and 3–5 years' experience with Australian advisers are required, with proficiency in AdviserLogic, WealthSolver and Excel.

Qualifications

• Advanced Diploma of Paraplanning or Diploma of Financial Planning required.
• 3–5 years paraplanning experience with Australian advisers.
• Experience preparing SOAs and ROAs across multiple strategies.
• Strong knowledge of Australian regulatory frameworks (RG 175, RG 90).
• Proficiency in AdviserLogic, WealthSolver, and Excel.

Responsibilities

• Prepare SOAs and ROAs across superannuation, investments, insurance, retirement and SMSF.
• Conduct financial modelling, scenario analysis and cashflow projections.
• Ensure compliance with ASIC RG 175 and RG 90 and internal standards.
• Prepare strategy papers, technical summaries, and briefing notes for Advisers.
• Quality review SOAs/ROAs and support junior paraplanners and graduates.
• Manage multiple SOA/ROA projects across advisers and clients.

Skills

Paraplanning

Financial modelling

Cashflow projection

Regulatory compliance

Excel

Education

Advanced Diploma of Paraplanning

Diploma of Financial Planning

Tools

AdviserLogic

WealthSolver

Microsoft Excel

Job description

Jamieson Private Wealth is seeking a Senior Paraplanner to prepare comprehensive SOAs and ROAs for private wealth advisers. You will perform modelling, cashflow projections, and scenario analyses, ensuring all documents comply with ASIC RGs and internal standards, while guiding junior staff.

Advanced paraplanning qualifications and 3–5 years' experience with Australian advisers are required, with proficiency in AdviserLogic, WealthSolver and Excel.