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Paraplanner Homebased

Talentmate

Philippines

5th February 2026

2602-6641-678

Job Description

Job Description

Key Responsibilities

Prepare Statements of Advice, Records of Advice, and strategy documents
Conduct technical research and strategy modelling
Analyze client data and financial positions
Ensure all advice documents meet compliance and regulatory standards
Work closely with financial advisers to refine and implement strategies

Qualifications

5 to 7+ years experience as a Paraplanner within an Australian financial advice firm
Strong technical knowledge of superannuation, pensions, investments, insurance, and retirement strategies
ASIC RG146 compliant
Relevant tertiary qualification in Financial Planning, Commerce, or similar
Experience using Plutosoft (Nice to have)
Experience with other financial modelling or advice software (Nice to have)
Progress toward or completion of FASEA education standards (Nice to have)

Additional Information

Homebased
M to F, 11am to 8pm

Job Details

Role Level:	Mid-Level	Work Type:	Full-Time
Country:	Philippines	City:	National Capital Region
Company Website:	http://outsourced.co	Job Function:	Finance
Company Industry/ Sector:	Outsourcing and Offshoring Consulting

What We Offer

About the Company

Searching, interviewing and hiring are all part of the professional life. The TALENTMATE Portal idea is to fill and help professionals doing one of them by bringing together the requisites under One Roof. Whether you're hunting for your Next Job Opportunity or Looking for Potential Employers, we're here to lend you a Helping Hand.

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