Financial advice · Full-time · Sri Lanka & Philippines
Hire an offshore paraplanner for your advice practice
We recruit full-time paraplanners in Sri Lanka and the Philippines who research strategies and products, model scenarios and draft Statements of Advice in your templates. They work only for your practice, in your advice software, and your adviser reviews and presents every piece of advice.
Quick answer
How much does an offshore paraplanner cost?
A full-time offshore paraplanner costs a monthly salary plus our fee. Salaries typically run A$1,200–2,000 a month in Sri Lanka and A$1,800–2,800 in the Philippines. Our fee is either $5,999 + GST once (then $0 or $350 a month) or $1,000 a month with no upfront fee. Experienced paraplanners who draft complex SOAs with little review sit at the top of each range.
What the role covers
More advice delivered without more adviser hours
A dedicated paraplanner turns your file notes into compliant, well-researched advice documents, so your adviser spends their time with clients rather than in Word and Xplan.
Statements of Advice
Draft SOAs from your file notes and fact finds, in your templates and house style, ready for adviser review.
Records of Advice and reviews
Prepare ROAs and annual review packs, and update client data before review meetings.
Strategy and product research
Compare super funds, platforms and investment options, and document why the recommended option suits the client.
Insurance research
Run life, TPD, trauma and income protection quotes and comparisons for your adviser to consider.
Modelling and projections
Build cash flow, contribution and retirement projections in your modelling tools.
Implementation paperwork
Prepare application forms, rollover requests and authority forms once advice is accepted.
How we screen
What we test before you see a shortlist
Every candidate has phone and video interviews with our recruiters and a skills assessment set for your role. For a paraplanner that covers:
- A Statement of Advice drafting task from a sample file note, judged on accuracy and structure
- Product research: a fund or platform comparison with clear reasoning
- Understanding of the best interests duty and what needs adviser sign-off
- Hands-on skill in Xplan, Midwinter or AdviserLogic, and in Excel modelling
Tools
Screened on your tools
Name your tools in the briefing and we assess candidates on them, not just on the names in a CV.
- Xplan
- Midwinter AdviceOS
- AdviserLogic
- Morningstar
- Lonsec
- Iress
- Microsoft Word
- Excel
Salaries and costs
What a full-time offshore paraplanner costs
Two parts: the team member's monthly salary, which you agree before you commit, and our fee. The ranges below run from solid mid-level to senior, for people with strong English. We recruit at the experienced end of the market, so expect most hires in the upper half.
Sri Lanka
A$1,200–2,000 a month
UTC+5:30 · 4.5 hrs behind AEST
Suits SOA drafting, research and modelling that runs to a clear daily handover, with strong financial and accounting education in the market.
Philippines
A$1,800–2,800 a month
UTC+8 · 2 hrs behind AEST
Suits practices that want a paraplanner online through the AEST day for adviser questions and quick turnarounds.
READY FOR YOU
$5,999 + GST once
Then $0/mo if you employ, or $350/mo if we do, plus salary. 3-month replacement guarantee.
MANAGED FOR YOU
$1,000 / month
Plus salary. No recruitment fee, 12-month commitment, 5-month guarantee.
Salary ranges are a guide in Australian dollars, before IT options. The exact figure depends on experience and the skills in your brief. Compare every option →
Australian practices and businesses building offshore teams with us
Where this role fits
Industries that hire paraplanners
Related roles
Paraplanner FAQ
Common questions
Does an offshore paraplanner give advice to my clients?
No. The paraplanner researches and drafts. Your licensed adviser reviews the work, takes responsibility for the advice and presents it to the client.
Will they use our templates and licensee requirements?
Yes. They draft in your SOA templates and follow your licensee's research and compliance requirements. Share your style guide and a few approved SOAs in the first week.
How do we protect client data?
Give access only to the systems and files the role needs, on accounts your practice owns. We cover security options, including managed IT, in your consultation.
How much does it cost in total?
Add the monthly salary to our fee. Ready for You is $5,999 + GST once, then $0 a month if you employ them or $350 a month if we employ them as Employer of Record. Managed for You is $1,000 a month on a 12-month commitment with no recruitment fee. IT options are extra and quoted with your role.
How many SOAs can one paraplanner prepare?
It depends on complexity and how complete your file notes are. Most practices start with simpler SOAs and reviews, then hand over more complex advice as the paraplanner learns your strategies.
Plan your paraplanner hire
Tell us the work you want handed over. Free, 30 minutes, and you leave with a salary and cost estimate.