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Paraplanner
Hunt St.Philippines30+ days ago
Job descriptionMinimum 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. Fantastic work culture A role that offers a breadth of learning opportunities Flexible working options
At Hunt St we help Australian companies directly hire top 5% remote talent in the Philippines. You will be hired directly by the client, typically 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.
The Role
We're Hiring : Paraplanner
Full-Time - Independent Contractor | $1,800 – $2,600 AUD / month
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.
Ideal Profile
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Paraplanner • Philippines