About the job
Join Our Team as a Paraplanner!
About the Role: We are seeking a proactive and detail-oriented Paraplanner to support our financial advisers in delivering exceptional, compliant financial advice. This independent contractor position allows you to work remotely from the Philippines while aligning with Australian business hours (approximately 9 AM - 5 PM, Monday to Friday).
Who We Are: At Hunt St, we specialize in connecting Australian businesses with top-tier remote talent from the Philippines. Unlike outsourcing agencies, our focus is on direct engagement, ensuring our contractors work closely with clients to meet their needs effectively.
About Our Client: Our client is a reputable financial advisory firm in Australia, dedicated to providing customized wealth management and financial planning services. They work hand in hand with individuals and families, guiding them in building, protecting, and managing their financial future through tailored advice and ongoing relationships.
Key Responsibilities:
- Assist in the preparation of Statements of Advice (SOA) and Records of Advice (ROA).
- Manage client review cycles, including preparation and follow-ups.
- Maintain accurate records in CRM systems (e.g., Xplan, AdviserLogic, Midwinter).
- Handle implementation paperwork, including rollovers and new investment applications.
- Liaise with product providers to track application progress.
- Oversee daily client correspondence, ensuring timely communication.
- Coordinate adviser schedules by scheduling meetings and reviews.
- Ensure compliance with documentation and processes.
