Paraplanner, Admin & Operations Specialist

Hunt StRemote — Metro Manila, Philippines

Remote Contract A$2K/mo - A$3K/mo

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Experience Level

Experience

Qualifications

Qualifications:Experience in paraplanning and financial services is highly desirable. Strong analytical skills and attention to detail. Ability to utilize AI tools effectively for document preparation. Excellent communication skills to liaise with advisers and clients. Proficient in financial analysis and research. Knowledge of Australian financial regulations is a plus.

About the job

Location: Remote , Metro Manila, Philippines (Philippines-based candidates only)

Role overview

The Paraplanner, Admin & Operations Specialist supports the delivery of financial advice by preparing review documents, Statements of Advice (SOAs), Records of Advice (ROAs), and conducting technical research. This role helps ensure client administration processes are efficient and meet high standards. The position is remote, working directly with an Australian financial advisory firm as an independent contractor through Hunt St.

What you will do

Use AI tools to create, structure, and refine SOAs and ROAs in line with Australian regulations and industry practices.
Review AI-generated documents for accuracy, compliance, and relevance before adviser approval.
Research investments, insurance, superannuation, and strategies to strengthen advice content.
Prepare annual review documents, portfolio reports, and client review packs.
Analyze client financial data to develop scenarios and projections that support advice strategies.
Ensure all documents comply with frameworks such as AFSL requirements and the Best Interests Duty.
Work closely with advisers to refine strategies and accurately capture client goals.

About the client

The client is an Australian financial advisory firm focused on personalized advice that helps clients make informed, long-term decisions. The team values trust, transparency, and consistent service delivery.

About Hunt St

Hunt St is at the forefront of enabling Australian companies to tap into the vast talent pool available in the Philippines. We pride ourselves on providing a platform for businesses to engage directly with skilled professionals, ensuring a seamless and efficient hiring process. Our commitment is to foster remote work opportunities that benefit both employers and employees.

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Paraplanner, Admin & Operations Specialist

Experience Level

Qualifications

About the job

Role overview

What you will do

About the client

About Hunt St

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