Paraplanner (Part-time)

Overview

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 by creating compliant, high-quality Statements of Advice (SoAs), conducting research, and preparing strategy documentation. This role requires prior experience working 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, cashflow, and retirement scenarios.
• Liaise with advisers and support staff to clarify strategy or data; update and mai...