Paraplanner (Onsite)

Global Talent Pipeline Development Officer @ TOA Global | Constantly striving for Greatness, Fueled by Passion and Determination PARAPLANNER Location: Clark/Cebu/Tarlac/Manila (Onsite) Shift: Mondays to Fridays, 7:00 AM to 4:00 PM Unlock your potential At TOA Global, we have a deep commitment to empowering individuals to excel in their enterprises, careers, and communities. Our global footprint stretches across Australia, New Zealand, North America, and Philippines supporting our global clients in the accounting industry. About this role We are seeking a detail-oriented and experienced Paraplanner to support our financial advisers in delivering high-quality financial planning advice to clients. The ideal candidate will have hands‑on experience in paraplanning within the Australian market, strong technical knowledge, and the ability to prepare comprehensive documentation such as ROAs and SOAs. What you'll be doing Prepare polished, compliant Statements of Advice (SOAs) and Records of Advice (ROAs) for diverse client portfolios, under Australian regulatory standards. Perform financial modelling and scenario analysis (cash flow, investment projections, retirement and superannuation projections, insurance strategies). Research and evaluate products, investment, insurance, superannuation, and structure options; identify best fit options for clients. Maintain and update client data using tools/systems like Xplan, Adviser Logic, and other planning software; ensure all data and documents are accurate. Collaborate with advisers: review meeting notes, provide input, prepare pre‑meeting technical materials, and support advice implementation. Ensure compliance with relevant regulations (ASIC/RG146 etc.), internal quality standards, and best‑interest obligations. Manage multiple advice projects, deadlines and document revisions; give attention to detail in every deliverable. What we're looking for Experience: Minimum of 1‑2 years in Australian paraplanning or financial planning support; hands‑on experience with SOAs & ROAs. Technical Skills: Proficient in Xplan and Adviser Logic systems (or similar), strong Excel financial modelling skills. Soft Skills: Excellent written & verbal communication; strong analytical thinking; high attention to detail; able to juggle multiple tasks and meet tight deadlines. Mindset: Self‑motivated, ethically minded, keen to learn and take ownership; driven to improve quality and strive for excellence. What's in it for you Health Insurance, and Life Insurance coverage 21 annual paid leaves Annual increase (Annual Performance Review) Tenure Recognition Program Access to certifications and courses from Ab2 Institute of Accounting 20+ options of free coffee and chocolate drinks Billiards, table tennis, or foosball in our breakout room Work‑life balance and logging off on time for you to enjoy more personal time. A genuinely diverse, caring, supportive and high‑achieving team environment. Ongoing training, development and career progression opportunities Free & conveniently located onsite parking. We live by our VALUES to cultivate and foster growth and innovation. BE AWESOME Exceptional individuals create collective genius. We celebrate success, reward outstanding performance, and make work fun by fostering a supportive and inspiring environment. KEEP IT REAL We value honesty, accountability, and open communication. We own our actions, prioritize compassion, empathy, and understanding, and foster meaningful conversations. BRING THE WOW We strive for excellence in everything we do. Going the extra mile is our standard, as we are committed to delivering outstanding results. DREAM BIG We embrace a culture of continuous learning, exploration, and improvement. With ambitious goals, we constantly seek knowledge and self‑improvement. Join TOA Global and experience the difference We passionately embrace diversity and inclusion in all aspects of our organization. We believe by fostering an environment that values and celebrates individuals from diverse backgrounds, we unlock innovation, drive creativity, and amplify our ability to serve our customers and communities with excellence. Seniority level Mid‑Senior level Employment type Full-time #J-18808-Ljbffr