Senior Paraplanner

Job Title: Senior Paraplanner
Location: Tarlac
Shift: Monday - Friday, 7AM - 4PM PH Time
Work Arrangement: Remote, Onsite and Flexible
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UNLOCK YOUR POTENTIAL AT TOA GLOBAL!

At TOA Global, we are passionate about helping professionals thrive in their careers, businesses, and communities. With a global presence spanning Australia, New Zealand, North America, the Philippines, South Africa, and South America, we empower accounting professionals by providing world-class opportunities and support.

ABOUT THE ROLE

Leader responsible for client or project ownership, quality control, client management, and team mentoring.

Core Responsibilities:

• Prepare SOAs and ROAs for financial planners
• Product and strategy research
• Model financial scenarios and technical analysis
• Assist with compliance documentation
• Mentor junior staff and review work
• Provide strategic input and lead key initiatives

ABOUT YOU

Key Skills & Requirements:

• RG146 and technical financial knowledge
• High attention to detail and compliance

Common Software Used:

• Xplan
• Midwinter
• AdviserLogic

What’s in it for you?

• A competitive salary
• Health Insurance, and Life Insurance coverage
• 21 annual paid leaves
• Annual increase (Annual Performance Review)
• Tenure Recognition Program
• Access to certifications and courses from Ab2 Institute of Accounting
• 20+ options of free coffee and chocolate drinks
• Billiards, table tennis, or foosball in our breakout room
• Work-life balance and logging off on time for you to enjoy more personal time.
• A genuinely diverse, caring, supportive and high achieving team environment.
• Ongoing training, development and career progression opportunities
• Free & conveniently located onsite parking.

We live by our VALUES to cultivate and foster growth and innovation.

BE AWESOME: Exceptional individuals create collective genius. We celebrate success, reward outstanding performance, and make work fun by fostering a supportive and inspiring environment.

KEEP IT REAL: We value honesty, accountability, and open communication. We own our actions, prioritize compassion, empathy, and understanding, and foster meaningful conversations.

BRING THE WOW: We strive for excellence in everything we do. Going the extra mile is our standard, as we are committed to delivering outstanding results.

DREAM BIG: We embrace a culture of continuous learning, exploration, and improvement. With ambitious goals, we constantly seek knowledge and self-improvement.

Visit us at: https://careers.toaglobal.com/

Join TOA Global and experience the difference!

We passionately embrace diversity and inclusion in all aspects of our organization. We believe by fostering an environment that values and celebrates individuals from diverse backgrounds, we unlock innovation, drive creativity, and amplify our ability to serve our customers and communities with excellence.