Paraplanner
Location: Clark, Pampanga
Work Arrangement: Hybrid, Full-time
Shift: Monday - Friday | 7:00 AM - 4:00 PM (Dayshift)
Salary Range: Php 48,000 - Php 70,000
Unlock Your Potential!
At TOA Global, we have a deep commitment to empowering individuals to excel in their enterprises, careers, and communities. Our global footprint stretches across Australia, New Zealand, North America, and the Philippines, supporting our global clients in the accounting and wealth management industries.
As a Paraplanner, you are the technical architect behind life-changing financial advice. This role offers an elite opportunity to move beyond administrative support and dive deep into complex strategy development. You will work closely with advisers to transform technical research into comprehensive Statements of Advice (SOAs), directly impacting the financial futures of clients across the globe.
Your Impact
- Master of Financial Strategy: Lead the drafting of comprehensive SOAs and ROAs covering sophisticated strategies such as SMSFs, gearing, and estate planning. You will use advanced modeling software to prepare financial projections that bring a client's future into focus.
- Technical Research & Comparison: Conduct rigorous product research across superannuation, insurance, and investment platforms. By liaising with providers and conducting deep-dive modeling, you ensure every recommendation is backed by data-driven insights.
- Guardian of Compliance & Quality: Navigate the complexities of ASIC, AFSL, and FASEA requirements with absolute precision. You will also play a key role in the firm's growth by reviewing the work of junior and graduate paraplanners, ensuring every document is technically sound and audit-ready.
What You Bring
- The Experience: 1-4 years of dedicated experience in Paraplanning. You possess a growing technical knowledge of financial products and the Australian regulatory landscape.
- The Toolkit: Strong familiarity with compliance standards (ASIC, AFSL, FASEA) and proficiency in financial modeling software. You are an analytical thinker who can solve complex problems and meet strict deadlines.
- Leadership & Communication: Effective stakeholder management skills, with the ability to consult with advisers on strategy development and provide constructive feedback to junior team members.
Why You'll Love It Here
We believe in rewarding high achievers with a work environment that fuels both professional growth and personal well-being.
- Work-Life Harmony: Enjoy a 7:00 AM - 4:00 PM shift, allowing you to wrap up your workday early and maximize your personal time.
- Hybrid Flexibility: Benefit from a hybrid work arrangement that balances high-impact office collaboration with the focus of working from home.
- Health & Security: Comprehensive HMO and Life Insurance coverage for you and your future.
- Wealth & Growth: Competitive salary with annual performance reviews, tenure recognition, and extensive training opportunities.
- The Hub Experience: When onsite, enjoy our modern office facilities featuring free parking and a breakout room with billiards, table tennis, or foosball.
- Fuel Your Day: Choose from over 20 varieties of free coffee and chocolate drinks at our in-house bar.
