Hunt St logo
Hunt St

We help Aussie companies find top 3% remote talent in the Philippines & Nepal for a single finder's fee.

Paraplanner, Admin & Operations

Location

Philippines

Posted

40 days ago

Salary

$2K - $3K / month

Seniority

Senior

Professional Certificate3 yrs expEnglish

Job Description

Paraplanner, Admin & Operations

Hunt St

• Use AI tools to generate, structure, and refine Statements of Advice (SOAs) and Records of Advice (ROAs) in accordance with Australian regulatory requirements and best practice standards • Apply critical review skills to AI-generated advice documents, checking for accuracy, compliance, suitability, and client-specific relevance before adviser sign-off • Conduct investment, insurance, superannuation, and strategic research to inform and quality-check advice content • Prepare annual review documents, portfolio reports, and client review packs using workflows • Analyse client financial data to model scenarios and projections in support of advice strategy • Ensure all advice documents comply with relevant compliance frameworks, including AFSL requirements and the Best Interests Duty • Liaise with the adviser to refine advice strategies and ensure accurate reflection of client goals and circumstances • Maintain and update document templates to ensure consistency and efficiency • Coordinate and prepare for scheduled annual and semi-annual client reviews • Compile pre-meeting packs including portfolio valuations, asset allocations, and fee disclosure documents • Update client records and financial data in the CRM/practice management system following review meetings and as work is conducted throughout the year • Track review schedules and follow up on outstanding client actions post-meeting • Handle client onboarding administration including data collection, file setup, and ID verification • Process new business applications, rollovers, and product instructions with fund managers, insurers, and super funds • Correspond with clients, product providers, and third parties via email and phone in a professional and timely manner • Maintain accurate and up-to-date client files and records within the practice management system • Prepare Fee Disclosure Statements (FDS) and Opt-In notices as required • Assist with compliance documentation, file notes, and audit trail maintenance • Support invoicing, fee collection, and general office administration as required

Job Requirements

  • Minimum 3 years of paraplanning experience within an Australian financial planning practice
  • Demonstrated experience preparing SOAs and ROAs across investment, superannuation, insurance, and retirement planning
  • Solid working knowledge of the Australian financial planning regulatory environment (Corporations Act, FASEA, Best Interests Duty)
  • Proficiency using AI-powered tools and platforms to draft, refine, and quality-check Statements of Advice and related documents
  • Comfort working with large language models (e.g. ChatGPT, Claude, or specialist financial planning AI tools) as part of an advice production workflow
  • Strong written English communication skills with the ability to produce clear, professional client-facing documents
  • High attention to detail with strong organisational and time management skills
  • Experience working remotely with Australian financial planning or professional services firms
  • Valid NBI/Police Clearance
  • Desirable: **
  • Diploma of Financial Planning (FNS50622) or equivalent Australian qualification, or currently studying towards it
  • Knowledge of Australian products including managed funds, platforms (e.g. Netwealth, HUB24, Macquarie Wrap), and life insurance
  • Experience using AI writing or document generation tools in a professional or financial services context
  • Familiarity with prompt engineering or working effectively with large language models to produce structured, compliant outputs
  • Experience with portfolio reporting tools and CRM/practice management systems Understanding of aged care advice, SMSFs, or estate planning as supplementary areas

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