Senior Support Staff / Senior Paraplanner - FT - AU

Role: Senior Support Staff / Senior Paraplanner (Philippines)
Job Timings: 6:00 AM to 3:00 PM (Philippines time)

About the Role

We are seeking experienced Senior Paraplanner or Senior Support Staff in the Philippines who can independently prepare high-quality advice documents/provide end-to-end administrative support to advisers. We are looking to hire a person with expertise in either Paraplanning or Financial Planning Support (Paraplanning Admin) side, or someone with good exposure to both areas.

Key Responsibilities

• Paraplanning
• Prepare high-quality Statements of Advice (SOAs), Records of Advice (ROAs), and strategy papers for Australian advisers (for a Paraplanner).
• Check that all compliance paperwork is present, confirm the client risk profile is determined, discuss the client objectives with the planner, identify and obtain the information necessary to compile a financial cash flow forecast, compile a draft net worth statement, income and expenditure statements and financial cash flow forecast and discuss with the planner.
• Conduct strategy modelling including superannuation, pension, insurance, cashflow, retirement projections, SMSF and investment recommendations.
• Financial Planning Support Work
• Prepare client review packs, product comparisons, insurance quotes, and fund performance summaries, manage CRM updates, complete implementation tasks and complete any such other administrative tasks given by the adviser.
• Organise future planning meetings with the client as per the review period, complete review packs in preparation for the client meeting, review investment portfolio, asset allocation, risk profile, etc.
• Complete application/proposal forms, ensure all compliance paperwork is in order, make changes to clients' investments as instructed, and implement the chosen investment strategies.
• Use adviser CRMs and financial planning software (e.g., Xplan, AdviserLogic, PlutoSoft, Worksorted).

Workflow & Quality

• Ensure all work complies with Australian financial advice regulations and dealer group guidelines.
• Review the work of junior paraplanners (optional, depending on skill level).
• Maintain high accuracy, attention to detail, and timely delivery based on SLAs.

Client Support

• Work closely with India-based paraplanning teams.
• Communicate effectively with Australian advisers and support their workflow needs.
• Proactively identify process improvements or documentation gaps.

Skills & Experience Required

• 2–3+ years of experience as a paraplanner or financial planning support staff.
• Strong knowledge of Australian superannuation, investments, insurance, and advice regulations.
• Hands-on experience with Xplan (preferred).
• Excellent English communication skills, spoken and written.
• Ability to work independently with minimal supervision.

Preferred Attributes

• Proactive, organized, and problem-solving mindset.
• Ability to work with multicultural teams (India, Australia).
• Strong sense of quality and ownership.