Paraplanner/Admin & Operations Specialist (009-00834)

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

1. 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

1. 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”)

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At Hunt St we help Australian companies directly hire top 5% remote talent in the Philippines. You will be hired directly by the client, typically 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.