Remote Paraplanner - Independent Contractor (AU Planning)

United States Digital Space LLC; United States; Remote; USD 16,000 - 23,000; Part time

Job summary

United States Digital Space LLC is seeking a Support Paraplanner for an Australia-based client. This is a 100% remote independent contractor role with alignment to AU business hours.

You will prepare SOAs, ROAs, and conduct research on superannuation and retirement strategies while collaborating with Financial Advisers. Flexible schedule and home-based work are offered. Candidates in the Philippines are preferred.

Qualifications

• 2-5+ years of paraplanning or financial planning support.
• Strong knowledge of superannuation, investments, insurance, and retirement planning.
• Experience preparing SOAs and ROAs with minimal supervision.
• High attention to detail and strong analytical skills.
• Ability to interpret complex financial data into compliant advice documentation.
• Proficiency in financial planning software and CRM systems.

Responsibilities

• Prepare high-quality Statements of Advice (SOAs) and Records of Advice (ROAs) with regulatory compliance.
• Conduct research on superannuation, investments, insurance, and retirement strategies to support adviser recommendations.
• Analyze client data, prepare projections, and assist in strategy modeling and product comparisons.
• Ensure all advice documents are accurate, compliant, and delivered on time.
• Collaborate with Financial Advisers and Client Services to clarify strategy details.
• Identify process improvements to maintain efficient paraplanning workflows.

Skills

Paraplanning experience

Financial planning knowledge

SOA/ROA preparation

Attention to detail

Analytical skills

CRM software proficiency

Education

RG146 certification

Equivalent financial planning qualification

Tools

Xplan

Midwinter

Job description

United States Digital Space LLC is seeking a Support Paraplanner for an Australia-based client. This is a 100% remote independent contractor role with alignment to AU business hours.

You will prepare SOAs, ROAs, and conduct research on superannuation and retirement strategies while collaborating with Financial Advisers. Flexible schedule and home-based work are offered. Candidates in the Philippines are preferred.