Paraplanner, Admin & Operations

Hunt St

Paraplanner/Admin & Operations Specialist preparing financial advice documents for Australian clients. Work remotely supporting a modern financial advisory firm with high-quality client administration.

Posted 4/29/2026contractRemote • 🇵🇭 PhilippinesMid-LevelSenior💰 A$2,000 - A$3,000 per monthWebsite

About the role

Key responsibilities & impact

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
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
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
Maintain accurate and up-to-date client files and records within the practice management system
Prepare Fee Disclosure Statements (FDS) and Opt-In notices as required
Assist with compliance documentation, file notes, and audit trail maintenance
Support invoicing, fee collection, and general office administration as required

Requirements

What you’ll need

Minimum 3 years of paraplanning experience within an Australian financial planning practice
Demonstrated experience preparing SOAs and ROAs across investment, superannuation, insurance, and retirement planning
Solid working knowledge of the Australian financial planning regulatory environment (Corporations Act, FASEA, Best Interests Duty)
Proficiency using AI-powered tools and platforms to draft, refine, and quality-check Statements of Advice and related documents
Comfort working with large language models (e.g. ChatGPT, Claude, or specialist financial planning AI tools) as part of an advice production workflow
Strong written English communication skills with the ability to produce clear, professional client-facing documents
High attention to detail with strong organisational and time management skills
Experience working remotely with Australian financial planning or professional services firms
Valid NBI/Police Clearance
**Desirable: **
Diploma of Financial Planning (FNS50622) or equivalent Australian qualification, or currently studying towards it
Knowledge of Australian products including managed funds, platforms (e.g. Netwealth, HUB24, Macquarie Wrap), and life insurance
Experience using AI writing or document generation tools in a professional or financial services context
Familiarity with prompt engineering or working effectively with large language models to produce structured, compliant outputs
Experience with portfolio reporting tools and CRM/practice management systems Understanding of aged care advice, SMSFs, or estate planning as supplementary areas

Benefits

Comp & perks

🌐 Worldwide ❌ Jobs You've Hidden ⭐️ Saved Jobs ✅ Applied Jobs ✉️ Email Alerts 👤 Account Hunt St Website LinkedIn All Job Openings 1 - 10 employees 🎯 Recruiter 👥 HR Tech 🤝 B2B Recruitment
HR Tech
B2B Hunt St is an Australia-based recruiting firm founded by brothers Shaun and Eliot with the aim of helping small and medium-sized enterprises (SMEs) hire top offshore talent directly, avoiding the high costs associated with traditional outsourcing agencies. The company offers a unique one-time finder's fee model, enabling clients to save significantly on recruitment costs. They provide comprehensive services including job postings, candidate screenings, interviews, and legal support for compliant remote hiring. Hunt St specializes in sourcing talent from countries like the Philippines, Nepal, Indonesia, and India, offering a transparent and ethical hiring process that allows businesses to provide fairer compensation to employees while ensuring stringent security and compliance measures are met. Paraplanner, Admin & Operations Job not on LinkedIn 🔥 0 minutes ago 🇵🇭 Philippines – Remote 💵 $2k - $3k / month ⏳ Contract/Temporary 🟡 Mid-level 🟠 Senior ⚙️ Operations Apply Now Find Hiring Managers Customize resume for this job Report problem ☆ Save ☑️ Mark as applied ❌ Hide 📋 Description
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
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
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
Maintain accurate and up-to-date client files and records within the practice management system
Prepare Fee Disclosure Statements (FDS) and Opt-In notices as required
Assist with compliance documentation, file notes, and audit trail maintenance
Support invoicing, fee collection, and general office administration as required 🎯 Requirements
Minimum 3 years of paraplanning experience within an Australian financial planning practice
Demonstrated experience preparing SOAs and ROAs across investment, superannuation, insurance, and retirement planning
Solid working knowledge of the Australian financial planning regulatory environment (Corporations Act, FASEA, Best Interests Duty)
Proficiency using AI-powered tools and platforms to draft, refine, and quality-check Statements of Advice and related documents
Comfort working with large language models (e.g. ChatGPT, Claude, or specialist financial planning AI tools) as part of an advice production workflow
Strong written English communication skills with the ability to produce clear, professional client-facing documents
High attention to detail with strong organisational and time management skills
Experience working remotely with Australian financial planning or professional services firms
Valid NBI/Police Clearance
**Desirable: **
Diploma of Financial Planning (FNS50622) or equivalent Australian qualification, or currently studying towards it
Knowledge of Australian products including managed funds, platforms (e.g. Netwealth, HUB24, Macquarie Wrap), and life insurance
Experience using AI writing or document generation tools in a professional or financial services context
Familiarity with prompt engineering or working effectively with large language models to produce structured, compliant outputs
Experience with portfolio reporting tools and CRM/practice management systems Understanding of aged care advice, SMSFs, or estate planning as supplementary areas Apply Now 📊 Check your resume score for this job Improve your chances of getting an interview by checking your resume score before you apply. Check Resume Score Similar Jobs Channel Operations Associate 🔥 7 hours ago Houst 201 - 500 🏠 Real Estate ☁️ SaaS 🛍️ eCommerce Website LinkedIn All Job Openings Channel Operations Associate responsible for managing and optimizing listings across platforms like Airbnb and Booking.com through collaboration and data analysis. 🇵🇭 Philippines – Remote 💰 Funding Round on 2020-09 ⏳ Contract/Temporary 🟢 Junior 🟡 Mid-level ⚙️ Operations 🚫👨‍🎓 No degree required Claims Operations Associate 🕒 5 days ago Fresh Prints 11 - 50 🛒 Retail 🛍️ eCommerce 👥 B2C Website LinkedIn All Job Openings Claims Operations Associate for remote insurance company handling end-to-end claims processes. Supporting administrative tasks and ensuring accuracy for claims documentation and communication. 🇵🇭 Philippines – Remote ⏳ Contract/Temporary 🟢 Junior 🟡 Mid-level ⚙️ Operations 🚫👨‍🎓 No degree required Operations Support Associate – 6 Month Contract 🕒 April 21 Belltower Fund Group 11 - 50 💳 Fintech 🤝 B2B 💸 Finance Website LinkedIn All Job Openings Operations Support Associate supporting operations across investment funds on a 6-month contract. Ideal for individuals seeking to grow their career in fund administration operations. 🇵🇭 Philippines – Remote ⏳ Contract/Temporary 🟢 Junior 🟡 Mid-level ⚙️ Operations 🚫👨‍🎓 No degree required Sales Operations Support 🕒 April 17 Bitcoin 1001 - 5000 ₿ Crypto 💸 Finance 🌐 Web 3 Website LinkedIn All Job Openings Sales Operations Support professional at Bitcoin.com assisting media partnerships, paid media, and publishing workflows during late-afternoon EST hours. Ensuring tasks are completed accurately and efficiently. 🇵🇭 Philippines – Remote ⏳ Contract/Temporary 🟡 Mid-level 🟠 Senior ⚙️ Operations Listing Optimisation & Operations Specialist 🕒 April 17 Airhosted 1 - 10 🏠 Real Estate 🤝 B2B Website LinkedIn All Job Openings Freelance Listing Optimisation & Operations Specialist at airhosted in Manila, optimizing listings across Airbnb and other channels. Collaborating with Revenue Strategist and managing back office content effectively. 🇵🇭 Philippines – Remote 💵 ₱30k - ₱40k / month ⏳ Contract/Temporary 🟡 Mid-level 🟠 Senior ⚙️ Operations View More Operations Jobs 🌐 Worldwide Built by Lior Neu-ner. I'd love to hear your feedback — Get in touch via DM or support@remoterocketship.com Search Search Jobs by country Search jobs by city Search jobs by job title Search entry-level jobs Search junior-level jobs Search senior-level jobs Search jobs by tech stack Search jobs by contract type Search remote internships Search remote part-time jobs Remote jobs Anywhere in the World Companies Hiring Anywhere in the World Companies Hiring Sales People Anywhere in the World Companies Hiring Software Engineers Anywhere in the World Resources Advice Tips for finding remote jobs Interview questions and answers Resume examples Cover letter examples Post a job Affiliates Privacy policy Terms of service Job board SEO course AI Apply Copilot OpenClaw job finder Jobs by Country Remote jobs anywhere in the world (Worldwide remote jobs) Remote jobs United States Remote jobs Australia Remote jobs Brazil Remote jobs Canada Remote jobs France Remote jobs Ireland Remote jobs Germany Remote jobs Netherlands Remote jobs Spain Remote jobs UK Popular Jobs Remote data analyst jobs Remote customer support jobs Remote executive assistant jobs Remote marketing jobs Remote product designer jobs Remote product manager jobs Remote project manager jobs Remote recruiter jobs Remote sales jobs Remote software engineer jobs Jobs by Type Remote full-time jobs Remote part-time jobs Remote contract jobs Remote internship jobs Remote entry-level jobs Remote jobs with no experience required Remote junior jobs (1-3 years of experience) Digital nomad jobs Remote jobs with no degree required Freelance remote jobs Temporary remote jobs Remote jobs hiring now Stay at home mom jobs

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Hard Skills & Tools

paraplanningpreparing Statements of Advice (SOAs)preparing Records of Advice (ROAs)investment researchinsurance researchsuperannuation researchfinancial data analysiscompliance documentationfee disclosure preparationclient onboarding administration

Soft Skills

critical review skillsstrong written communicationattention to detailorganizational skillstime managementclient liaisonprofessional correspondenceworkflow coordinationclient relationship managementadaptability

Certifications

Diploma of Financial Planning (FNS50622)NBI/Police Clearance