Paraplanner

Looking for Philippines-based candidates

Job Role: Paraplanner/Admin & Operations Specialis

tCompensation range: $2,000-3,000 AUD / Monthl

yEngagement type: Independent Contractor Agreemen

tWork 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 hom

e.
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 reliabili

ty.
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 br

and.
Key Responsibilit

ies: 1. Paraplanning & Advice Document Prepar

• ationUse 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 stan
• dardsApply critical review skills to AI-generated advice documents, checking for accuracy, compliance, suitability, and client-specific relevance before adviser sig
• n-offConduct investment, insurance, superannuation, and strategic research to inform and quality-check advice co
• ntentPrepare annual review documents, portfolio reports, and client review packs using work
• flowsAnalyse client financial data to model scenarios and projections in support of advice str
• ategyEnsure all advice documents comply with relevant compliance frameworks, including AFSL requirements and the Best Interests
• DutyLiaise with the adviser to refine advice strategies and ensure accurate reflection of client goals and circumst
• ancesMaintain and update document templates to ensure consistency and effic

iency
2. Ongoing Client Review S

• upportCoordinate and prepare for scheduled annual and semi-annual client r
• eviewsCompile pre-meeting packs including portfolio valuations, asset allocations, and fee disclosure doc
• umentsUpdate client records and financial data in the CRM/practice management system following review meetings and as work is conducted throughout th
• e yearTrack review schedules and follow up on outstanding client actions post-m

eeting
3. Client Administration & Office

• SupportHandle client onboarding administration including data collection, file setup, and ID verif
• icationProcess new business applications, rollovers, and product instructions with fund managers, insurers, and supe
• r fundsCorrespond with clients, product providers, and third parties via email and phone in a professional and timely
• mannerMaintain accurate and up-to-date client files and records within the practice management
• systemPrepare Fee Disclosure Statements (FDS) and Opt-In notices as r
• equiredAssist with compliance documentation, file notes, and audit trail main
• tenanceSupport invoicing, fee collection, and general office administration as r

equired
Requ

• irementsMinimum 3 years of paraplanning experience within an Australian financial planning
• practiceDemonstrated experience preparing SOAs and ROAs across investment, superannuation, insurance, and retirement
• planningSolid working knowledge of the Australian financial planning regulatory environment (Corporations Act, FASEA, Best Interes
• ts Duty)Proficiency using AI-powered tools and platforms to draft, refine, and quality-check Statements of Advice and related d
• ocumentsComfort working with large language models (e.g. ChatGPT, Claude, or specialist financial planning AI tools) as part of an advice production
• workflowStrong written English communication skills with the ability to produce clear, professional client-facing d
• ocumentsHigh attention to detail with strong organisational and time managemen
• t skillsExperience working remotely with Australian financial planning or professional servic
• es firmsValid NBI/Police C

learance
De

• sirable: Diploma of Financial Planning (FNS50622) or equivalent Australian qualification, or currently studying t
• owards itKnowledge of Australian products including managed funds, platforms (e.g. Netwealth, HUB24, Macquarie Wrap), and life
• insuranceExperience using AI writing or document generation tools in a professional or financial service
• s contextFamiliarity with prompt engineering or working effectively with large language models to produce structured, complian
• t outputsExperience with portfolio reporting tools and CRM/practice management systems Understanding of aged care advice, SMSFs, or estate planning as supplement

ary areas
Work Arrangement & Exp

ectations:This is a remote role that will be set up as an independent contractor e

ngagement.To ensure alignment and transparency, successful candidates will be ex

• pected to:
  Disclose any existing ongoing roles or
• client workReflect this engagement on their LinkedIn profile (clearly marked as Independent C