Full-time

Paraplanner - Senior

Posted by Monroe Consulting Group • Philippines, Philippines, Philippines

📍 Philippines, Philippines 🕒 February 27, 2026

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About the Role

Job Summary:
The Senior Paraplanner will provide end-to-end support to Australian financial advisers, preparing high-quality advice documents and performing technical paraplanning tasks. This role ensures compliance with Australian financial advice regulations, supports adviser workflows, and contributes to process improvements across offshore teams. 
Key Job Responsibilities:
Financial Planning Administrative tasks
Prepare Statements of Advice (SOAs), Records of Advice (ROAs), strategy papers, and client review packs
Conduct superannuation, pension, insurance, cashflow, retirement, SMSF, and investment strategy modeling
Manage CRM updates and use financial planning software (Xplan, AdviserLogic, PlutoSoft, Worksorted)
Review junior paraplanner work and maintain quality, accuracy, and timely delivery
Collaborate with offshore paraplanning teams and Australian advisers
Identify process improvemen...
                

Job Details

Location Philippines, Philippines
Job Type Full-time
Category Financial Specialists
Posted February 27, 2026
Deadline April 08, 2026

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