Hunt St
1 - 10 employees
🎯 Recruiter
👥 HR Tech
🤝 B2B
Recruitment • HR Tech • B2B
Hunt St is an Australia-based recruiting firm founded by brothers Shaun and Eliot with the aim of helping small and medium-sized enterprises (SMEs) hire top offshore talent directly, avoiding the high costs associated with traditional outsourcing agencies. The company offers a unique one-time finder's fee model, enabling clients to save significantly on recruitment costs. They provide comprehensive services including job postings, candidate screenings, interviews, and legal support for compliant remote hiring. Hunt St specializes in sourcing talent from countries like the Philippines, Nepal, Indonesia, and India, offering a transparent and ethical hiring process that allows businesses to provide fairer compensation to employees while ensuring stringent security and compliance measures are met.
Paraplanner
🔥 0 minutes ago
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Hunt St
1 - 10 employees
🎯 Recruiter
👥 HR Tech
🤝 B2B
Recruitment • HR Tech • B2B
Hunt St is an Australia-based recruiting firm founded by brothers Shaun and Eliot with the aim of helping small and medium-sized enterprises (SMEs) hire top offshore talent directly, avoiding the high costs associated with traditional outsourcing agencies. The company offers a unique one-time finder's fee model, enabling clients to save significantly on recruitment costs. They provide comprehensive services including job postings, candidate screenings, interviews, and legal support for compliant remote hiring. Hunt St specializes in sourcing talent from countries like the Philippines, Nepal, Indonesia, and India, offering a transparent and ethical hiring process that allows businesses to provide fairer compensation to employees while ensuring stringent security and compliance measures are met.
📋 Description
• 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.
🎯 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.
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