Paraplanner

Job Brief

We are seeking a detail-oriented and experienced Paraplanner with strong skills in preparing Statements of Advice (SOAs) using a provided template. The ideal candidate will have previous experience working in Australian accounting or financial planning environments and be comfortable interpreting financial data, applying compliance requirements, and accurately drafting reports and documentation for clients.

Responsibilities

• Prepare Statements of Advice (SOAs) in line with client instructions using a pre-established firm template
• Review financial documents and data inputs to complete accurate and compliant SOAs
• Liaise with financial advisers or senior accountants to clarify inputs or resolve queries
• Ensure all supporting documentation is attached and properly referenced
• Maintain up-to-date knowledge of relevant compliance standards
• Maintain clear records and version control of SOA documentation
• Support other accounting tasks if required, including reconciliations, reporting, or file reviews

Requirements

• Degree-qualified in Accounting, Finance, or a related field
• Minimum 2–3 years' experience in an Australian accounting or financial services firm
• Proven experience preparing Statements of Advice
• RG146 compliant or equivalent qualification in financial advice
• Familiarity with financial planning concepts, superannuation, insurance, and investment recommendations
• Strong attention to detail and ability to follow templates with accuracy
• Ability to interpret data from multiple sources and enter information efficiently

Desirable

• Previous experience using financial planning software (e.g. XPLAN, Midwinter, or similar)
• Exposure to or understanding of ASIC and AFSL compliance requirements
• Familiarity with document preparation for clients in the wealth management or advisory sectors
• Capacity to handle sensitive client information with discretion

Software Proficiency

• Microsoft Office (particularly Word and Excel)
• Xero (for general accounting tasks, if applicable)
• CRM or document management platforms used by financial advisers (optional)

Personal Attributes

• Detail-oriented and committed to producing high-quality, compliant work
• Strong communication skills and ability to liaise professionally with internal stakeholders
• Organised and efficient, able to meet deadlines and manage workload independently
• Discreet and reliable with a strong sense of confidentiality and professionalism
• Eager to learn and adapt to existing processes and tools

Time Zone: Australian Business Hours

Applicant Location: Must be Filipinos living in the Philippines

About Outdesk

At Outdesk, our mission is to bridge the gap between exceptional talent in the Philippines and the dynamic business needs of our clients in Australia. We are committed to delivering bespoke recruitment and comprehensive employment solutions that foster long-term success for both our clients and staff.

Employee Benefits

• Paid Leave
• 13th Month Pay
• SSS
• Philhealth
• Pag-Ibig
• BIR
• HMO

Job Type: Full-time

Pay: Php50, Php60,000.00 per month

Application Question(s):

• What software's have you used for financial planning?

Experience:

• Statements of Advice (SOAs): 2 years (Required)
• Australian Paraplanning: 3 years (Required)

Work Location: Remote