Location
, pampanga, philippines
Job Type
Full-time
Posted
May 29, 2026
Job Description
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...