Paraplanner (Australian Financial Planning)

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: TYPE OF WORK

Full Time

: SALARY

Based on experience / Negotiable

: HOURS PER WEEK

40

: DATE UPDATED

Oct 14, 2026

JOB OVERVIEW

EXPERIENCED FINANCIAL PLANNING PARAPLANNER

Australian Financial Planning Firm | 100% Remote | Full-Time

JOIN A SUPPORTIVE TEAM WHERE ATTITUDE, TEAMWORK AND A WILLINGNESS TO LEARN MATTER.

We are looking for an experienced Financial Planning Paraplanner with at least two years of experience supporting Australian financial advisers to join our growing team.

ABOUT US

Essense Wealth Solutions (EWS) is an Australian financial planning business dedicated to helping clients make informed financial decisions through tailored advice and strategic financial planning. Our paraplanning team plays an important role in supporting advisers to deliver quality, client-focused financial advice.

We value people who take ownership of their work, approach challenges with a positive, can-do attitude and genuinely enjoy working as part of a team.

While technical knowledge is important, we believe skills can be developed through training and experience. What matters most is your willingness to learn, ability to accept feedback and commitment to delivering quality work.

WHY JOIN US?

We offer a supportive, fully remote working environment where your contribution is valued and your professional development is encouraged.

• 100% Remote Work – Work from the comfort of your home.
• 15 Days Annual Leave – Receive 15 days of leave credits per year, accrued progressively throughout the year.
• 13th-Month Pay – In accordance with applicable Philippine employment requirements.
• HMO Allowance – Support towards eligible healthcare coverage.
• Paid Victorian Public Holidays – Enjoy paid public holidays observed in Victoria, Australia.
• Training and Career Development – Opportunities to strengthen your skills, learn new systems and progress professionally.
• Performance Reviews – Regular feedback and recognition of your development and contribution.
• Competitive Salary – Based on experience and capabilities.

ABOUT THE ROLE

You will work closely with financial advisers and the paraplanning team to research, develop and prepare financial advice for Australian clients.

KEY RESPONSIBILITIES

• Prepare financial advice documents, including Statements of Advice (SOAs), Records of Advice (ROAs), advice letters and supporting documentation.
• Research financial strategies and products across superannuation, pensions, retirement planning, investments and personal insurance.
• Complete financial modelling, calculations and projections to support advice recommendations.
• Review client information, identify inconsistencies and seek clarification where required.
• Liaise with product providers to obtain information and confirm product requirements.
• Maintain accurate client records and supporting research documentation.
• Use AI tools responsibly to support research, advice preparation and workflow efficiency, while verifying the accuracy of your work.
• Work collaboratively with advisers and team members to meet deadlines and maintain quality standards.

WHAT WE'RE LOOKING FOR

Attitude and teamwork are just as important to us as experience.

We are looking for someone who:

• Has a positive, can-do attitude and is willing to take on challenges.
• Is a genuine team player who supports colleagues and contributes to a respectful working environment.
• Takes ownership of their responsibilities and follows through on commitments.
• Is open to feedback, willing to learn and comfortable asking questions.
• Demonstrates initiative, good judgement and attention to detail.
• Communicates clearly and professionally.
• Can work independently, manage priorities and meet deadlines.

EXPERIENCE AND SKILLS

• At least two years of experience as an outsourced paraplanner supporting Australian financial advisers.
• Experience preparing financial advice documents and conducting financial strategy or product research.
• Working knowledge of the Australian financial planning environment.
• Experience using financial planning software such as Xplan, AdviserLogic, Intelliflo or similar.
• Good Microsoft Word and Excel skills.
• Strong written and verbal English communication skills.

Qualifications in Financial Planning, experience across different advice strategies and familiarity with AI tools are advantageous but not essential.

We are happy to provide training to the right person who demonstrates the right attitude, commitment and potential.

WORK ARRANGEMENTS

Employment Type: Full-Time
Location: Philippines – 100% Remote
Workdays: Monday to Friday
Work Schedule: 6:00 AM–3:00 PM or 7:00 AM–4:00 PM Philippine Time
Working Hours: 40 working hours per week
Salary: Competitive, based on experience and capabilities

APPLICATION SCREENING QUESTIONS

Please answer the following questions when applying.

1. PARAPLANNING EXPERIENCE

Tell us about your experience supporting Australian financial advisers, including the financial planning software you have used and the types of advice documents and strategies you have worked on.

2. INITIATIVE AND PROBLEM-SOLVING

If you were assigned a task that you were unfamiliar with or identified an issue in an advice document, how would you approach the situation?

3. TEAMWORK AND ATTITUDE

Tell us about a time you received constructive feedback or helped a colleague overcome a challenge. How did you respond, and what did you learn?

READY TO JOIN OUR TEAM?

If you are an experienced paraplanner with a positive attitude, a willingness to learn and a genuine commitment to teamwork, we would love to hear from you.

Apply now with your CV and responses to the three screening questions.

SKILL REQUIREMENT

Financial Planning Financial Forcasting Attention to Detail

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Paraplanner (Australian Financial Planning)

Please login or register as jobseeker to apply for this job.

TYPE OF WORK

SALARY

HOURS PER WEEK

DATE UPDATED

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