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
- Manage CRM updates and use financial planning software (Xplan, AdviserLogic, PlutoSoft, Worksorted)
- Review junior paraplanner work and maintain quality, accuracy, and timely delivery
- Collaborate with offshore paraplanning teams and Australian advisers
- Identify process improvements and documentation gaps
Key Job Requirements:
- 2-3+ years' experience as a paraplanner or financial planning support staff
- Strong knowledge of Australian superannuation, investments, insurance, and advice regulations
- Hands-on experience with Xplan preferred
- Excellent English communication skills, both written and spoken
- Ability to work independently with minimal supervision
Preferred Attributes:
- Proactive, organized, and problem-solving mindset
- Comfortable working with multicultural teams (India, Australia)
- Strong sense of quality, ownership, and attention to detail
