Remote Paraplanner & Admin Operations Specialist

Hunt St Pty Ltd

Manila

Remote

PHP 614,000 - 1,116,000

Full time

3 days ago

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Job summary

Hunt St Pty Ltd in the Philippines is seeking a Paraplanner/Admin & Operations Specialist to support Australian financial planning teams. The role focuses on preparing SOAs/ROAs, research, and maintaining client records with compliance and accuracy.

You will handle client administration, coordinate reviews, onboarding, invoicing, and general office workflows. Remote, contractor, AU-hour aligned.

Qualifications

Minimum 3 years of paraplanning experience within an Australian financial planning practice.
Experience preparing SOAs and ROAs across investment, superannuation, insurance, and retirement planning.
Solid knowledge of the Australian regulatory environment (Corporations Act, FASEA, Best Interests Duty).
Proficiency using AI-powered tools to draft, refine, and quality-check Statements of Advice and related documents.
Experience working remotely with Australian financial planning or professional services firms.
Valid NBI/Police Clearance.

Responsibilities

Paraplanning & Advice Document Preparation: generate, structure, and refine SOAs/ROAs per regulatory standards.
Ongoing Client Review Support: prepare for annual/semi-annual reviews and update client records.
Client Administration & Office Support: onboarding, data collection, invoicing, and file management.
Maintain templates and liaise with advisers to reflect client goals accurately.
Ensure compliance with AFSL requirements and Best Interests Duty.