Paraplanner - (002- 00130)

Job Role: Paraplanner

Full- time | Independent Contractor

Salary Budget: 1800 - 2600 AUD

Who We Are: At Hunt St we help Aussie and US based companies directly hire top 5% remote talent in the Philippines & Nepal. You will be hired directly by the client, 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:  forward-thinking wealth management firm dedicated to helping individuals craft their personal financial success stories. Specializing in younger investors, the company provides clear and practical strategies to support wealth-building and financial growth. Unlike traditional advisers, the firm integrates property advice and specializes in Self-Managed Super Fund (SMSF) strategies, ensuring clients have diverse options for securing their financial future.

With a tailored approach, they adapt its strategies to clients' evolving life circumstances, making wealth creation an achievable and seamless process. The firm collaborates with existing financial teams or assists in building one, simplifying complex financial decisions and offering expert guidance. Committed to empowering clients with the knowledge and tools to navigate their wealth journey, they enable individuals to plan confidently, support their family’s aspirations, and enjoy financial peace of mind.

Role Overview: We are seeking a detail-oriented and highly skilled Paraplanner to support our financial planning team. The ideal candidate will have experience preparing Statements of Advice (SOAs) and Records of Advice (ROAs), conducting product comparisons, and performing strategy modelling in areas such as superannuation, insurance, and pensions. The role primarily involves supporting senior financial planners by providing research, analysis, and documentation to ensure seamless client service.

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Key Responsibilities:

• Prepare comprehensive SOAs and ROAs in line with compliance requirements.
• Conduct product comparisons and strategy modelling for superannuation, insurance, and pension products.
• Assist in the setup and structuring of Self-Managed Super Funds (SMSF) for property investment.
• Utilize financial planning software such as Xplan, Midwinter, and AdviserLogic for research and documentation.
• Work closely with senior planners to implement tailored financial strategies for clients.
• Ensure all financial plans and recommendations comply with regulatory guidelines.
• Maintain accurate client records and liaise with advisers to refine financial strategies.
• Adapt to and learn new financial planning software, with training provided for Intelliflow.

Requirements

• Minimum of 3 years of experience in a paraplanning role.
• Strong understanding of financial planning principles and regulatory requirements.
• Proficiency with financial planning tools such as Xplan, Midwinter, and AdviserLogic (experience with Intelliflow is an advantage but training will be provided).
• Experience in SMSF property advice, including setting up SMSFs and facilitating property acquisitions within them.
• Strong analytical skills with the ability to model financial strategies effectively.
• Excellent attention to detail and ability to work collaboratively with financial advisers.
• Strong written and verbal communication skills.
• Ability to manage multiple tasks and meet deadlines in a fast-paced environment.