Paraplanner
New
H
Hunt StFinancial Advisory
Philippines, 9 AM - 5 PM AU business hoursContractMiddle
Salary2,000 - 2,500 AUD per month
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Job Details
- Languages
- English
- Experience
- Minimum 3 years of experience in a paraplanning or related role.
- Required Skills
- ComplianceCRM
Requirements
- Minimum 3 years of experience in a paraplanning or related role.
- Strong understanding of Australian financial planning processes and compliance requirements.
- Experience using CRMs (e.g. Xplan, AdviserLogic, Midwinter, or similar tools).
- High attention to detail and accuracy in documentation.
- Excellent written and verbal English communication skills.
- Ability to manage multiple tasks and meet deadlines in a fast-paced environment.
- Proactive, reliable, and able to work independently.
Responsibilities
- Prepare and support the production of Statements of Advice (SOA) and Records of Advice (ROA).
- Manage ongoing client review cycles, including preparation and follow-ups.
- Maintain accurate and up-to-date records in CRM systems such as Xplan, AdviserLogic, or Midwinter.
- Handle implementation paperwork, including rollovers, superannuation, and new investment applications.
- Liaise with product providers to track and manage application progress.
- Manage day-to-day client correspondence, ensuring timely and professional communication.
- Coordinate adviser diaries, including scheduling meetings and review appointments.
- Ensure all documentation and processes meet compliance standards.
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