Remote Adviser Associate — Financial Planning (Contractor)

Hunt St Pty Ltd; Philippines; On-site; PHP 1,143,000 - 1,367,000; Full time

Job summary

Hunt St is seeking an experienced Adviser Associate based in the Philippines to support an Australian financial planning practice. This 100% remote role is engaged as an independent contractor and aligns with AU business hours for collaboration.

You will assist with strategy preparation, paraplanning briefs, and document review, ensuring compliance and accuracy while maintaining client records and liaising with advisers and paraplanners. Strong English communication is essential.

Qualifications

• Minimum 5 years in Australian financial planning as Adviser Associate or similar.
• Strong knowledge of superannuation, retirement planning, investments, Centrelink, and insurance.
• Experience using Xplan and preparing strategy recommendations.
• Excellent written and verbal English with high attention to detail.

Responsibilities

• Prepare strategic advice briefs before client meetings.
• Review client information, previous advice documents, and CRM records.
• Develop financial strategy recommendations with the adviser.
• Prepare detailed paraplanning briefs for external paraplanners.
• Draft simple Records of Advice (ROAs) where appropriate.
• Review Statements of Advice (SOAs) and ROAs for quality, accuracy, and compliance.
• Monitor the progress of advice documents from preparation through implementation.
• Review implementation paperwork before submission.
• Update and maintain client records in Xplan.
• Liaise with advisers, paraplanners, product providers, and clients as required. Support continuous process improvements, including the use of AI tools and automation.
• Mentor junior team members as the business grows.

Skills

Financial planning expertise

Australian market knowledge

English communication

Education

Diploma of Financial Planning

RG146

Tools

Xplan

XTools

WealthSolver

Intelliflo

ProductREX

Job description

Hunt St is seeking an experienced Adviser Associate based in the Philippines to support an Australian financial planning practice. This 100% remote role is engaged as an independent contractor and aligns with AU business hours for collaboration.

You will assist with strategy preparation, paraplanning briefs, and document review, ensuring compliance and accuracy while maintaining client records and liaising with advisers and paraplanners. Strong English communication is essential.