[Hiring] Paraplanner / Financial Planning Assistant @Hunt St

Role Description

We are seeking an experienced and detail-oriented Paraplanner / Financial Planning Assistant to support our adviser in delivering high-quality, compliant financial advice. This is a key support role ideal for someone who is highly organized, technically strong, and confident working within XPLAN.

Key Responsibilities:

• Paraplanning & Advice Preparation
  • Prepare Statements of Advice (SOAs) and Records of Advice (ROAs) using XPLAN.
  • Efficiently manage and maintain client data within XPLAN.
  • Upload new clients and ensure all client information is accurate and up to date.
  • Maintain detailed and compliant file notes within the CRM.
  • Assist with strategy modelling and research.
• Implementation & Applications
  • Complete and lodge applications for investments, superannuation (including rollovers and contributions), and personal insurance (Life, TPD, Income Protection, and Trauma).
  • Manage underwriting requirements and follow up with insurers.
  • Liaise with product providers, superannuation funds, and insurance companies.
  • Track applications through to completion.
• Client & Review Support
  • Request and obtain statements from fund managers and superannuation providers.
  • Prepare review documentation for client meetings, including investment summaries, superannuation balances, and insurance schedules.
  • Assist in preparing annual review packs.
• General Office & Administration
  • Maintain CRM workflows and task management.
  • Communicate with clients and product providers professionally.
  • Manage day-to-day administrative duties within the practice.
  • Work across insurance and superannuation provider software platforms.

Qualifications

• Previous experience in a financial planning or paraplanning role.
• Strong working knowledge of XPLAN (essential).
• Understanding of SOA preparation and compliance requirements.
• Familiarity with superannuation, investments, and personal insurance products.
• High attention to detail and strong organizational skills.
• Ability to manage multiple tasks and meet deadlines.

Requirements

• Desirable: RG146 compliant (or working towards).
• Experience in a boutique advice practice.
• Understanding of ASIC compliance requirements.

Work Arrangement & Expectations

• This is a remote role that will be set up via an Employer of Record (EOR) service.
• 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.