Senior Paraplanner — Strategy-Driven Wealth Advisory

Collective Outsourcing, Inc.; Manila; On-site; PHP 600,000 - 900,000; Full time

Job summary

Collective Outsourcing, Inc. is seeking a Senior Hybrid Paraplanner to support an Australian financial advice practice. You will prepare SOAs, ROAs, and implementation paperwork, with a mentoring paraplanner available for guidance.

The role focuses on accuracy, efficiency, strategy development, and data collection. You will work on wealth management topics including superannuation, insurance, retirement planning, and investments for individuals, SMSFs, trusts, and companies, supporting 1-2

Qualifications

• RG146 qualification is required.
• 3+ years' experience as an Australian financial services paraplanner and administrator.
• 3+ years' experience using Xplan software including WS, RR and Xtools+

Responsibilities

• Prepare Statements of Advice (SOAs) and Records of Advice (ROAs).
• Prepare implementation paperwork for advice documents.
• Support 1-2 advisers with moderately complex client advice.
• Conduct strategy research and technical analysis for retirement, superannuation and investments.

Skills

RG146 qualified

Paraplanner and admin (Australian)

Xplan (WS, RR, Xtools+)

Tools

Xplan

WS/RR/Xtools+

Job description

Collective Outsourcing, Inc. is seeking a Senior Hybrid Paraplanner to support an Australian financial advice practice. You will prepare SOAs, ROAs, and implementation paperwork, with a mentoring paraplanner available for guidance.

The role focuses on accuracy, efficiency, strategy development, and data collection. You will work on wealth management topics including superannuation, insurance, retirement planning, and investments for individuals, SMSFs, trusts, and companies, supporting 1-2