Paraplanner | Australian Boutique Accounting & Financial Planning Firm | 100% WFH | Tenure Benefits

Build a long-term career with an Australian Accounting & Financial Planning Firm, not just another remote job...

Arthur Roe & Associates (ARA) is a boutique Chartered Accounting and Financial Planning firm based in Melbourne, Australia. For more than 25 years, we have helped clients achieve their financial goals by bringing together accounting, taxation and financial planning under one roof.

We are looking for an experienced Paraplanner to join our established Philippines-based team in a full-time, permanent work-from-home role.

This is an opportunity for someone who already understands financial planning and wants greater responsibility, broader professional exposure and the opportunity to grow with the firm over the long term.

Why is this role different?

At ARA, you won't only see one small part of a client's financial affairs.

Because our accounting and financial planning teams work together, you'll gain exposure to the complete client picture, giving you a much broader understanding of how accounting, taxation, investments, superannuation and financial advice come together.

You'll work closely with our Australian advisers and professional team and have real ownership of your responsibilities.

And importantly, we value long-term relationships with our people.

We have team members who have worked with us in and around Manila for many years, and our team is directly employed rather than engaged through an outsourcing agency.

✈️ A tenure benefit that's a little different

We want our remote team to feel genuinely connected to our Australian firm.

As one of our long-term tenure benefits, after four years with ARA, you'll have the opportunity to visit our team in Melbourne, Australia, with further visits every second year thereafter.

It's our way of recognising loyalty and bringing our Australian and Philippines teams together.

The role

Working closely with our financial advisers, your responsibilities will include:

• Supporting the preparation and implementation of Statements of Advice
• Fee quoting and preparation of financial planning documentation
• Completing investment, superannuation and insurance applications
• Ensuring application documentation is complete and compliant
• Assisting with half-yearly and client review preparation
• Maintaining compliant and well-organised financial planning files
• Managing Fee Disclosure Statement requirements
• Liaising with clients, stockbrokers, insurers, lawyers, platform providers and other professionals
• Working with XPLAN, BT Panorama and other financial planning platforms
• Maintaining share registry and client investment information
• Preparing client correspondence and internal documentation
• Maintaining accurate client database information
• Managing client documents, appointments and workflow
• Supporting seminars and other client activities

We'd love to hear from you if you have:

• 3+ years' experience in Australian Financial Planning, Paraplanning or Financial Planning Client Services
• Experience using XPLAN
• A strong understanding of the Statement of Advice process
• Excellent written and spoken English
• Exceptional attention to detail and accuracy
• Strong organisational and time-management skills
• The ability to prioritise and take ownership of your work
• A confident, friendly and professional manner
• The ability to work independently while still being part of a close team
• Strong Microsoft Office and Outlook skills
• A genuine desire to learn and develop professionally

A degree in Finance, Accounting, Business or a related discipline will be highly regarded.

What you'll get from ARA

🏠 100% work from home

💻 Equipment provided

🇦🇺 Direct exposure to an established Australian accounting and financial planning firm

📈 Genuine opportunity for career development and increased responsibility

🤝 A supportive team with long-standing Philippines-based employees

🧠 Exposure to both Accounting AND Financial Planning

💰 Competitive remuneration based on skills and experience

⚖️ A strong focus on work-life balance

✈️ Melbourne tenure benefit after four years, then every second year thereafter

We're looking for someone who wants to stay and grow

This isn't simply about filling another position.

We're looking for someone who takes pride in their work, enjoys being an important part of a professional team and wants to build a long-term career with ARA.

If you're an experienced Financial Planning CSO or Paraplanner who would like more exposure, more ownership and room to grow, we'd love to hear from you.

Apply now and tell us a little about your Australian financial planning experience, including your experience with XPLAN.