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CG - Support Paraplanner - (017-0623)

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​​Looking for Philippines-based candidates

Job Role: Support Paraplanner

Compensation range: $2,000 AUD - $3,000 AUD / Monthly

Engagement type: Independent Contractor Agreement

Work 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.

Who 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.

Who The Client Is: Our client is an Australian-based financial advisory firm that provides comprehensive wealth management and strategic financial planning services. They specialize in helping individuals, families, and business owners make informed financial decisions through tailored advice and long-term planning strategies.

Their services span investment strategy, superannuation, retirement planning, risk management, and overall wealth structuring. The firm takes a client-centric approach, focusing on building long-term relationships grounded in trust, transparency, and personalized guidance. With a strong emphasis on compliance, strategic thinking, and high-quality client service, they operate in a professional yet collaborative environment.

Role Overview: The Support Paraplanner provides technical and administrative support to Financial Advisers by preparing compliant, well-structured advice documents and conducting detailed strategy research. This role requires a solid understanding of financial planning concepts and the ability to work independently while maintaining accuracy and efficiency.

Key Responsibilities:

  • Prepare high-quality Statements of Advice (SOAs), Records of Advice (ROAs), and supporting documentation in line with regulatory and compliance standards.
  • Conduct in-depth research on superannuation, investments, insurance, and retirement strategies to support adviser recommendations.
  • Analyze client financial data, prepare projections, and assist in strategy modelling and product comparisons.
  • Ensure all advice documents are accurate, compliant, and delivered within agreed turnaround times.
  • Collaborate closely with Financial Advisers and Client Services team to clarify strategy details and support implementation.
  • Identify process improvements and contribute to maintaining efficient paraplanning workflows.

Required Skills and Qualifications:

  • 2–5+ years of experience in paraplanning or financial planning support.
  • Strong knowledge of superannuation, investments, insurance, and retirement planning strategies.
  • Experience preparing SOAs and ROAs with minimal supervision.
  • High attention to detail and strong analytical skills.
  • Ability to interpret complex financial data and translate it into clear, compliant advice documentation.
  • Proficiency in financial planning software and CRM systems.
    Strong time management skills and ability to manage multiple cases simultaneously.

Nice to Have

  • Progress toward or completion of RG146 (or equivalent financial planning qualifications).
  • Experience working with Australian financial planning firms.
  • Familiarity with financial planning tools such as Xplan, Midwinter, or similar software.
  • Exposure to compliance frameworks within the Australian financial services industry.
  • Understanding of SMSFs, tax structuring strategies, or advanced retirement modelling.
  • Process improvement mindset and experience helping streamline documentation workflows.

Work Arrangement & Expectations:

This is a remote role that will be set up as an independent contractor engagement.

To ensure alignment and transparency, successful candidates will be expected to:

  • Disclose any existing ongoing roles or client work
  • Reflect this engagement on their LinkedIn profile (clearly marked as “Independent Contractor”)

Requirements

Benefits

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What this application asks

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First name, Last name, Email, Headline, Phone, Address, Photo, Education, Experience, Summary, Resume, Cover letter

  • Are you a Filipino citizen currently residing in the Philippines? yes / no
  • How many years of hands-on experience do you have in paraplanning or providing financial planning support, and can you share a bit about the types of firms or clients you've worked with? written answer
  • This role is offered under an Independent Contractor agreement, meaning you’ll be responsible for managing your own taxes, benefits, work equipment, and internet connection. You will need to provide your own computer. You will not be entitled to employee benefits such as paid leave or health insurance from the client. It is a full-time, dedicated role, so you will be expected to work exclusively with our client for the duration of the engagement. A reference check will be conducted as part of the hiring process. Are you comfortable proceeding under these terms? yes / no
  • Could you tell us about your experience preparing Statements of Advice (SOAs) and Records of Advice (ROAs)? How comfortable are you working independently on these documents? written answer
  • If you’re successful in moving forward, are you comfortable in providing a screenshot of your verified LinkedIn profile? This will be used for verification purposes and will also be cross-checked as part of our standard process. yes / no
  • What certifications or qualifications do you have that are relevant to Australian financial planning, such as RG146 or its equivalent? written answer
  • By selecting "Yes," you consent to undergo a comprehensive background check as part of the hiring process if you are selected for the role. This may include employment verification, educational verification, criminal history check, and other relevant checks conducted by a third-party agency. You acknowledge that this background check may involve contacting relevant authorities, previous employers, and character references to verify the information you have provided. Please note: Clicking "Yes" serves as your electronic confirmation that you understand and agree to the background check process. You also acknowledge that any false or misleading information provided may result in the withdrawal of your application or termination of employment, if hired. yes / no
  • What is your proficiency level in written English? choose one
  • Could you describe your home office setup and the reliability of your internet connection for remote financial planning work? written answer
  • Do you have previous experience in financial planning or paraplanning supporting Australian clients? yes / no
  • Do you have an experience in client services, paraplanning, or a similar role in financial planning/wealth management? yes / no
  • Do you have a minimum of 3 years of experience in a paraplanning role? yes / no
  • Have you completed any education or certification in Australian Financial Planning, such as RG146? yes / no

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