{"id":3305563,"url":"https://alion.io/job/hunt-st-paraplanneradmin-operations-specialist-009-00834","title":"Paraplanner/Admin & Operations Specialist (009-00834)","company":{"id":8987,"name":"Hunt St","domain":"huntst.com","url":"https://alion.io/company/huntst","size_band":"501-1000","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Workable","truth_index":{"grade":"A","score":92,"open_postings":21,"ghost_share":0,"stale_share":0.333,"repost_share":0,"time_to_fill_p50_days":24,"computed_at":"2026-11-02T06:13:15Z"}},"role":"Operations","role_family":"Operations","seniority":null,"employment_type":"full_time","work_mode":"remote","remote_scope":"stated_countries","remote_scope_basis":"board_field","remote_working_hours":null,"hiring_geo_confidence":"structured","locations":[],"countries":[],"hiring_countries":["PH"],"hiring_countries_total":1,"salary":{"min":55000,"max":100000,"currency":"PHP","period":"month","gross":null,"usd_annual":18948},"salary_estimate":null,"experience_years_min":null,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"ChatGPT","optional":false},{"name":"Claude","optional":false},{"name":"PHP","optional":false},{"name":"Prompt Engineering","optional":true}],"status":"live","first_seen_at":"2026-10-26T00:00:00Z","employer_posted_date":"2026-10-26","last_verified_at":"2026-11-02T20:49:52Z","board_verified":true,"closed_at":null,"days_open":8,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":8},"description":"Looking for Philippines-based candidates\nJob Role: Paraplanner/Admin & Operations Specialist\nCompensation range: Php 55,000 - 100,000 per month (depending on experience)\nEngagement type: Independent Contractor Agreement\nWork 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.\nWho 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.\nWho The Client Is: A modern financial advisory firm that provides tailored financial advice to help clients make confident, long-term decisions. Operating as a collaborative team, it combines technical expertise with a thoughtful, client-first approach. The business is built on trust, transparency, and consistency in delivering high-quality advice. As the business grows, it continues to strengthen and grow its team in order to maintain its service offering precision and reliability.\nRole Overview: The Paraplanner/Admin & Operations Specialist is responsible for the preparation of ongoing review documents, Statements of Advice (SOAs), Records of Advice (ROAs), and related technical research. In keeping with the company’s philosophy that every piece of advice should be intelligent, considered and personalized, this role also provides essential client administration support to ensure seamless, high-quality day-to-day operations that reflect the standard of the brand.\nKey Responsibilities:\n1. Paraplanning & Advice Document Preparation\nUse 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\nApply critical review skills to AI-generated advice documents, checking for accuracy, compliance, suitability, and client-specific relevance before adviser sign-off\nConduct investment, insurance, superannuation, and strategic research to inform and quality-check advice content\nPrepare annual review documents, portfolio reports, and client review packs using workflows\nAnalyse client financial data to model scenarios and projections in support of advice strategy\nEnsure all advice documents comply with relevant compliance frameworks, including AFSL requirements and the Best Interests Duty\nLiaise with the adviser to refine advice strategies and ensure accurate reflection of client goals and circumstances\nMaintain and update document templates to ensure consistency and efficiency\n2. Ongoing Client Review Support\nCoordinate and prepare for scheduled annual and semi-annual client reviews\nCompile pre-meeting packs including portfolio valuations, asset allocations, and fee disclosure documents\nUpdate client records and financial data in the CRM/practice management system following review meetings and as work is conducted throughout the year \nTrack review schedules and follow up on outstanding client actions post-meeting\n3. Client Administration & Office Support\nHandle client onboarding administration including data collection, file setup, and ID verification\nProcess new business applications, rollovers, and product instructions with fund managers, insurers, and super funds\nCorrespond with clients, product providers, and third parties via email and phone in a professional and timely manner\nMaintain accurate and up-to-date client files and records within the practice management system\nPrepare Fee Disclosure Statements (FDS) and Opt-In notices as required\nAssist with compliance documentation, file notes, and audit trail maintenance\nSupport invoicing, fee collection, and general office administration as required\nRequirements\nMinimum 3 years of paraplanning experience within an Australian financial planning practice\nDemonstrated experience preparing SOAs and ROAs across investment, superannuation, insurance, and retirement planning\nSolid working knowledge of the Australian financial planning regulatory environment (Corporations Act, FASEA, Best Interests Duty)\nProficiency using AI-powered tools and platforms to draft, refine, and quality-check Statements of Advice and related documents\nComfort working with large language models (e.g. ChatGPT, Claude, or specialist financial planning AI tools) as part of an advice production workflow\nStrong written English communication skills with the ability to produce clear, professional client-facing documents\nHigh attention to detail with strong organisational and time management skills\nExperience working remotely with Australian financial planning or professional services firms\nValid NBI/Police Clearance\nDesirable:\nDiploma of Financial Planning (FNS50622) or equivalent Australian qualification, or currently studying towards it\nKnowledge of Australian products including managed funds, platforms (e.g. Netwealth, HUB24, Macquarie Wrap), and life insurance\nExperience using AI writing or document generation tools in a professional or financial services context\nFamiliarity with prompt engineering or working effectively with large language models to produce structured, compliant outputs\nExperience with portfolio reporting tools and CRM/practice management systems Understanding of aged care advice, SMSFs, or estate planning as supplementary areas\nWork Arrangement & Expectations:\nThis is a remote role that will be set up as an independent contractor engagement.\nTo ensure alignment and transparency, successful candidates will be expected to:\nDisclose any existing ongoing roles or client work\nReflect this engagement on their LinkedIn profile (clearly marked as “Independent Contractor”)","description_format":"text","description_chars":5818,"description_truncated":false,"requirements":{"experience_years_min":null,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":null,"security_clearance":false,"languages":[{"language":"English","level":"Upper-Intermediate 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