Senior Paraplanner: SoA/RoA
Save this job and keep your search organized
Create a free account to save jobs, create alerts and return to this listing from your dashboard.
By continuing, you agree to our Terms & Privacy Policy.
Advice Lab Inc in Bonifacio Global City, Taguig, Philippines, is seeking a Paraplanner to prepare compliant SoAs/RoAs, model financial scenarios, and support a wide range of advisory tasks. You will work with advisers, ensuring technical quality and regulatory compliance across documents.
You will use Xplan daily, develop complex strategies (superannuation, pensions, lending, SMSF, trusts), and maintain strong relationships with authorized representatives while improving paraplanning processes.
-
Freelance Paraplanner
22 hours ago
pasig, metro manila, Philippines ConnectOS Full-time ₱1 ContractConnectOS is seeking a skilled paraplanner with Australian financial planning experience to join our team in the Philippines. You will craft audit-ready SOAs/ROAs, turn strategies into client-friendly narratives, and collaborate across advice and ops to support colleagues and ensure compliance. Strong data accuracy and platform proficiency are essential,...
-
pasig, metro manila, Philippines D2B Full-time ₱781,000 ContractD2B in the Philippines is seeking a Paraplanner to support Australian and New Zealand advisers remotely. You will prepare SOAs/ROAs, conduct product research, and analyze client data to drive compliant financial plans aligned with client goals. The role requires AU/NZ experience, strong financial planning knowledge, and proficiency with planning software....
-
Freelance Paraplanner
5 days ago
Pasig, Metro Manila, Philippines ConnectOS Remote Full-timeConnectOS is seeking a skilled paraplanner with Australian financial planning experience to join our team in the Philippines. You will craft audit-ready SOAs/ROAs, turn strategies into client-friendly narratives, and collaborate across advice and ops to support colleagues and ensure compliance.Strong data accuracy and platform proficiency are essential, with...
-
Pasig, Metro Manila, Philippines D2B Remote Full-time ₱558,000 - ₱781,000 ContractD2B in the Philippines is seeking a Paraplanner to support Australian and New Zealand advisers remotely. You will prepare SOAs/ROAs, conduct product research, and analyze client data to drive compliant financial plans aligned with client goals.The role requires AU/NZ experience, strong financial planning knowledge, and proficiency with planning software....
-
Senior Paraplanner: SoA/RoA
4 weeks ago
pasig, metro manila, Philippines Advice Lab Inc Full-time ₱781,000 ContractAdvice Lab Inc in Bonifacio Global City, Taguig, Philippines, is seeking a Paraplanner to prepare compliant SoAs/RoAs, model financial scenarios, and support a wide range of advisory tasks. You will work with advisers, ensuring technical quality and regulatory compliance across documents. You will use Xplan daily, develop complex strategies (superannuation,...
