Job Description
Executive search firm Monroe Consulting Group is recruiting on behalf of a fast-growing Australian financial and accounting outsourcing firm. Our client is seeking a Senior Paraplanner (Financial Planning Administrative Assistant) for a full-time role based in the Philippines (remote or office-based).
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
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