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Paraplanner

Paraplanner

Full Time Employee
Strong Support Team

Job Summary

Seeking an experienced Paraplanner for a boutique financial planning firm. Support documentation, strategic research, and compliance.

Job Description

Company Description
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.
 
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

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