Job Description
About Us Outsourced.ph is a leading ISO certified Philippines offshore outsourcing company that provides dedicated remote staff to some of the world's leading international companies. Outsourced is recognized as one of the Best Places to Work and has achieved Great Place to Work Certification. We are committed to providing a positive and supportive work environment where all staff can thrive. As an Outsourced staff member, you will enjoy a fun and friendly working environment, competitive salaries, opportunities for growth and development, work-life balance, and the chance to share your passion with a team of over 1000 talented professionals.
About the client (AU) Our purpose is simple: empower Australians by connecting them with trusted financial advisors. We believe superannuation should be clear, efficient, and tailored to your goals. Empowering Australians with strategic superannuation insights and personalized solutions
Position Summary We are a boutique financial planning firm seeking an experienced and driven Paraplanner to join our team. This
role plays a pivotal part in delivering high-quality financial advice by supporting the preparation of documentation,
performing strategic research, and ensuring regulatory compliance. You will work within a close-knit, collaborative
team that values integrity, care, and professional growth. If you’re passionate about financial planning and thrive
in a detail-oriented support role, this is an excellent opportunity to grow in a respected, client-focused practice.
Key Responsibilities - Prepare accurate and compliant Statements of Advice (SOAs) and Records of Advice (ROAs)
- Conduct financial modelling and strategic research to support client centric financial advice
- Ensure all client documentation aligns with regulatory requirements and licensee guidelines
- Manage transactions, workflows, and client records effectively
- Maintain a high standard of compliance and quality in all paraplanning outputs
Required Qualifications & Skills - Proven experience in a paraplanning role
- Strong technical knowledge in:
- Superannuation
- Insurance
- Investments
- Retirement planning
- Solid understanding of compliance frameworks and industry standards
- Excellent written and verbal communication skills
- Strong attention to detail and organizational skills
- A team-oriented, proactive mindset with a strong desire to contribute and grow
- Passion for continuous learning and development
Work Schedule (Dayshift) - Monday to Friday (7AM-4PM; Manila Time)
Work Setup (WFH) - Permanent Homebased
- Equipment will be provided by Outsourced
- Candidates are required to have a stable/reliable internet connection at home with at least 20MBPS for BOTH download AND upload speed.
By clicking on the "I'm Interested" button I hereby allow Outsourced Quality Assured Services, Inc. ("Outsourced") to store and collect my personal information for the purposes of employment application. As such, I agree and authorize Outsourced to collect, store, or continue to use my personal information for the above-stated purpose, and to retain my personal information for a period of 1 year, and for these purposes only.
