Senior Paraplanner (Remote) - Wealth Advisory & Strategy

TOA Global Pty; Philippines; Remote; PHP 893,000 - 1,216,000; Full time

Benefits offered by this job

Service incentive leaves

2nd year reward

HMO & Life Insurance

Day shift

Remote work Philippines

Job summary

TOA Global Pty is seeking an experienced Senior Paraplanner to support financial advisory founders via end-to-end advice lifecycle management. You will coordinate strategy development, draft and review SOAs/ROAs, and oversee implementation workflows in a fully remote role from the Philippines.

The ideal candidate brings 5+ years in financial planning or paraplanning, proficiency with Xplan and related tools, and strong knowledge of ASIC regulations and Best Interest Duty.

Qualifications

• Minimum 5 years of solid experience in financial planning, paraplanning, or senior adviser support roles.
• Strong knowledge of Australian financial advice processes, superannuation, investment platforms, and insurance underwriting.
• Familiarity with ASIC regulations and Best Interest Duty; excellent written and verbal communication skills.

Responsibilities

• Prepare and review SOAs and ROAs for advisory clients.
• Coordinate strategy development and ensure compliance throughout the advice lifecycle.
• Manage end-to-end implementation of approved advice including applications and underwriting coordination.
• Maintain audit-ready client records and update workflow systems (e.g., Xplan).

Skills

Financial planning knowledge

Regulatory compliance

Analytical thinking

Communication skills

Tools

Xplan

Xtools

Risk Researcher

WealthSolver

Job description

TOA Global Pty is seeking an experienced Senior Paraplanner to support financial advisory founders via end-to-end advice lifecycle management. You will coordinate strategy development, draft and review SOAs/ROAs, and oversee implementation workflows in a fully remote role from the Philippines.

The ideal candidate brings 5+ years in financial planning or paraplanning, proficiency with Xplan and related tools, and strong knowledge of ASIC regulations and Best Interest Duty.