Hunt St

Paraplanner, Financial Planning Assistant

Hunt St

full-time

Posted on:

Location Type: Remote

Location: Philippines

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Salary

💰 A$2,000 per month

About the role

  • Paraplanning & Advice Preparation
  • Prepare Statements of Advice (SOAs) and Records of Advice (ROAs) using XPLAN.
  • Efficiently manage and maintain client data within XPLAN.
  • Upload new clients and ensure all client information is accurate and up to date.
  • Maintain detailed and compliant file notes within the CRM.
  • Assist with strategy modelling and research.
  • Implementation & Applications
  • Complete and lodge applications for investments, superannuation (including rollovers and contributions), and personal insurance (Life, TPD, Income Protection, and Trauma).
  • Manage underwriting requirements and follow up with insurers.
  • Liaise with product providers, superannuation funds, and insurance companies.
  • Track applications through to completion.
  • Client & Review Support
  • Request and obtain statements from fund managers and superannuation providers.
  • Prepare review documentation for client meetings, including investment summaries, superannuation balances, and insurance schedules.
  • Assist in preparing annual review packs.
  • General Office & Administration
  • Maintain CRM workflows and task management.
  • Communicate with clients and product providers professionally.
  • Manage day-to-day administrative duties within the practice.
  • Work across insurance and superannuation provider software platforms.

Requirements

  • Previous experience in a financial planning or paraplanning role.
  • Strong working knowledge of XPLAN (essential).
  • Understanding of SOA preparation and compliance requirements.
  • Familiarity with superannuation, investments, and personal insurance products.
  • High attention to detail and strong organizational skills.
  • Ability to manage multiple tasks and meet deadlines.
  • **Desirable:**
  • RG146 compliant (or working towards).
  • Experience in a boutique advice practice.
  • Understanding of ASIC compliance requirements.
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
paraplanningSOA preparationclient data managementstrategy modellingapplication processingunderwriting managementinvestment documentationCRM maintenancetask management
Soft Skills
attention to detailorganizational skillsmultitaskingdeadline managementprofessional communication
Certifications
RG146 compliant