Paraplanner/Admin & Operations Specialist (009-00834)

6 hours, 26 minutes ago
Contract
Mid Level
Operations

Description

  • Prepare and refine Statements of Advice (SOAs), Records of Advice (ROAs), annual review documents, portfolio reports, and client review packs.
  • Review AI-generated advice documents for accuracy, compliance, suitability, and client relevance before adviser sign-off.
  • Conduct investment, insurance, superannuation, and strategic research to support advice preparation.
  • Analyse client financial data to model scenarios and projections for advice strategies.
  • Ensure advice documents meet AFSL requirements, Best Interests Duty, and other relevant compliance frameworks.
  • Liaise with advisers to align advice strategies with clients’ goals and circumstances.
  • Coordinate annual and semi-annual client reviews, including pre-meeting packs, valuations, asset allocations, and fee disclosures.
  • Manage client onboarding, new business applications, rollovers, product instructions, and client record updates.
  • Communicate with clients, product providers, and third parties, and maintain accurate client files, compliance records, and audit trails.
  • Prepare Fee Disclosure Statements and Opt-In notices and assist with invoicing, fee collection, and office administration.

Requirements

  • Minimum 3 years of paraplanning experience in an Australian financial planning practice.
  • Experience preparing SOAs and ROAs covering investments, superannuation, insurance, and retirement planning.
  • Working knowledge of Australian financial planning regulations, including the Corporations Act, FASEA, and Best Interests Duty.
  • Proficiency with AI-powered tools and large language models, such as ChatGPT or Claude, for advice-document production and quality checks.
  • Strong written English skills for clear, professional client-facing documentation.
  • High attention to detail, organisation, and time-management skills.
  • Experience working remotely with Australian financial planning or professional services firms.
  • Valid NBI/Police Clearance.
  • Diploma of Financial Planning (FNS50622) or equivalent Australian qualification, or progress toward one (preferred).
  • Knowledge of Australian investment products and platforms, portfolio reporting and CRM systems, prompt engineering, or aged care, SMSF, or estate-planning advice (preferred).

Benefits

  • Monthly compensation of Php 55,000–100,000, depending on experience.
  • 100% remote, work-from-home arrangement.
  • Independent contractor flexibility in managing time while aligning with Australian business hours.

Interested in this position?

Apply directly on the company website

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