Executive recruitment company Monroe Consulting Group Philippines is recruiting on behalf of a premier international provider of outsourced accounting, bookkeeping, taxation, and financial services.
Our client is setting up an offshoring centre in the Philippines to support Australian Financial Advisers and Financial Planners.

We are looking for an experienced paraplanning manager who will initially act as a client-facing paraplanner, set up new clients and processes, and gradually take responsibility for team management, delivery, quality, and timelines, working in very close coordination with the India operations team and strictly as per established processes.

Key responsibilities:

Act as the primary client-facing contact for Australian financial advisory clients.
Independently handle paraplanning and paraplanning admin work, including SOAs, ROAs, strategy documents, and implementation support.
Set up clients, workflows, checklists, and turnaround times (TATs).
Work in very close coordination with India operations and follow defined processes and delivery standards.
Hire, train, and manage paraplanners and admin support staff as the team grows.
Review work for accuracy, quality, compliance, and timelines before client delivery.
Ensure all client deliverables meet agreed TAT and quality requirements.

Key requirements:

Bachelor's degree in Accounting, Finance, or a related field.
Minimum 5 years' experience in Australian paraplanning or financial planning support.
At least 1-2 years of team leadership experience
Strong experience in direct client interaction with Australian advisers.
Strong understanding of Australian financial planning processes including superannuation, investments, insurance, and retirement strategies.
Experience with financial planning software Xplan is a MUST.
Experience with other financial planning software such as AdviserLogic and Midwinter is a plus
Excellent English communication skills and strong attention to detail.
Ability to work independently in a setup and scale-up environment.