Paraplanner/Admin & Operations Specialist (009-00834)

​​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