Paraplanner/Admin & Operations Specialist (009-00834)

Hunt St Pty Ltd; United States; À distance; USD 9 600 - 17 000; Plein temps

Avantages offerts par ce poste

Remote work

Independent contractor engagement

Résumé du poste

Hunt St Pty Ltd seeks a Philippines-based Paraplanner/Admin & Operations Specialist to support a modern Australian financial advisory client. You will prepare SOAs/ROAs, conduct research, and handle client administration as a contractor.

This remote position aligns with AU business hours and is offered as an Independent Contractor Agreement. Proficiency with AI tools and strong English writing are essential, along with experience in AFSL/BiD regulatory contexts.

Qualifications

• Minimum 3 years paraplanning experience in Australian financial planning
• Experience preparing SOAs and ROAs across investments, superannuation, insurance, and retirement planning
• Solid knowledge of Australian financial planning regulatory environment (AFSL, Best Interests Duty)
• Proficiency with AI-powered tools to draft and quality-check documents
• Comfort using large language models as part of an advice production workflow

Responsabilités

• Prepare ongoing review documents and SOAs/ROAs per regulatory requirements
• Conduct investment, superannuation, and insurance research to support advice
• Create annual review packs and client portfolio reports
• Maintain client records in the CRM system and update after meetings
• Coordinate with advisers to refine advice strategies and ensure accuracy and timeliness
• Handle client onboarding and process new business applications
• Assist with compliance documentation and audit trails

Connaissances

Paraplanning experience

SOA/ROA preparation

AI document review

Client administration

English writing

Formation

Diploma of Financial Planning (FNS50622)

Outils

AI writing tools

ChatGPT/AI platforms

Description du poste

Location: Philippines

Looking for Philippines-based candidates

Job Role: Paraplanner/Admin & Operations Specialist
Compensation range: Php 55,000 - 100,000 per month (depending on experience)
Engagement type:Independent Contractor Agreement
Work Schedule: This role is expected to align with the AU business hours (approx. 9 AM - 5 PM, Monday to Friday) for collaboration, but as a contractor, you’ll have flexibility in how you manage your time.

Who We Are: At Hunt St, we help Australian companies hire top remote talent in the Philippines. For this role, you will be engaged directly by the client as an independent contractor. We are not an outsourcing agency. All of our roles are 100% remote so you'll be able to work from home.

Who The Client Is: A modern financial advisory firm that provides tailored financial advice to help clients make confident, long-term decisions. Operating as a collaborative team, it combines technical expertise with a thoughtful, client-first approach. The business is built on trust, transparency, and consistency in delivering high-quality advice. As the business grows, it continues to strengthen and grow its team in order to maintain its service offering precision and reliability.

Role Overview: The Paraplanner/Admin & Operations Specialist is responsible for the preparation of ongoing review documents, Statements of Advice (SOAs), Records of Advice (ROAs), and related technical research. In keeping with the company’s philosophy that every piece of advice should be intelligent, considered and personalized, this role also provides essential client administration support to ensure seamless, high-quality day-to-day operations that reflect the standard of the brand.

Key Responsibilities:

1. Paraplanning & Advice Document Preparation

• 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

2. Ongoing Client Review Support

• 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

3. Client Administration & Office Support

• 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

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

Work Arrangement & Expectations:

This is a remote role that will be set up as an independent contractor engagement.

To ensure alignment and transparency, successful candidates will be expected to:

• Disclose any existing ongoing roles or client work
• Reflect this engagement on their LinkedIn profile (clearly marked as “Independent Contractor”)