Paraplanner (016 - 0554)
Looking for Philippines-based candidates
Job Role: Paraplanner
Compensation range: $1,800AUD - $2,000AUD / Monthly
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: We are a professional financial advisory firm dedicated to helping clients build wealth and secure their retirement. We bridge the gap between financial goals and reality by developing customized, step-by-step strategies that empower our clients to make informed decisions about their money. Our focus is on providing clear, actionable advice that evolves with our clients' lives, ensuring they stay on track for a stable and prosperous future.
Role Overview: As a Paraplanner, you will act as a high-level technical partner to our financial advisers, taking full ownership of complex advice strategies. With 5+ years of experience, you will not only produce high-quality Statements of Advice (SOAs) but also serve as a quality gatekeeper, reviewing and improving our advice documents to ensure they meet the highest standards. You will manage the workflow to ensure efficiency and act as a trusted technical resource for the team, providing insights on complex scenarios and regulatory requirements.
You will be paid half-monthly upon invoice for actual days and hours worked, and includes a 13th-month bonus plus 30% to 100% loading for any required public holiday work. You will be responsible for your own taxes and insurance, ensuring all leave is pre-approved and documented on your invoices while maintaining high-quality support for advisers and their ongoing compliance requirements.
Key Responsibilities:
- Complex Paraplanning: Lead the research and drafting of high-level, complex advice strategies across various financial areas.
- Quality Control: Review advice documents produced by the team, providing feedback and improving templates for better clarity and compliance.
- Workflow Management: Oversee the paraplanning pipeline to ensure all deadlines are met without compromising quality.
- Technical Support: Serve as a subject matter expert for advisers, helping them navigate technical questions and strategy development.
Requirements
- Ideally minimum of 5 years of relevant experience
- Proven ability to handle complex strategies, including Self-Managed Super Funds
(SMSF), Centrelink Strategies, Tax minimization using the correct Superannuation Type, Recontribution Strategies, Personal Insurance advice, and sophisticated investment structures.
- RG146 achievement shows us an overall understanding of the Australian Financial Planning laws.
- A Degree in Finance, Commerce, or Economics is highly desirable.
- A Degree in other fields will also show us general capabilities.
- Prior experience in a Quality Assurance or similar role, where you have critiqued and improved others’ technical work is nice to have.
- Proficiency in any financial planning software especially XPLAN.
- Ability to take complex financial concepts and turn them into clear, concise, and compliant prose.
- Has exceptional attention to detail when it comes to document formatting, data accuracy, and compliance checks.
- Strong interpersonal skills to effectively collaborate with and challenge advisers on strategy outcomes.
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”)