Paraplanner (Part-time)

Overview

We're Hiring: Paraplanner (Part-time)! Mploy OS, Inc. is a fast-growing offshoring and outsourcing company that helps Australian and other global businesses build exceptional remote teams in the Philippines.

We are looking for an experienced Paraplanner for a part-time role for one of our Australia-based financial advisers. You will create compliant, high-quality Statements of Advice (SoAs), conduct research, and prepare strategy documentation. This role requires prior experience in the Australian financial planning industry and familiarity with local regulations and advice documentation standards.

Responsibilities

• Prepare compliant and well-structured Statements of Advice (SoAs) and Records of Advice (RoAs).
• Conduct product, strategy, and investment research based on client goals.
• Model superannuation, insurance, cash flow, and retirement scenarios.
• Liaise with advisers and support staff...