Senior Adviser Associate

🔥 2 hours ago

🇵🇭 Philippines – Remote

💵 $2.5k - $3.5k / month

⏳ Contract/Temporary

🟠 Senior

✨ Associate

👻 Ghost score 0%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Hunt St

WebsiteLinkedInAll Job Openings

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

• Review client information, existing advice, and financial circumstances to identify relevant strategies. • Work with the adviser to develop and discuss financial strategies for clients. • Use Xplan, including cash flow and financial modelling tools, to assess and test strategy options. • Review financial modelling and ensure assumptions and outcomes align with the proposed strategy. • Support the adviser during the advice process with strategic and technical input. • Review strategy recommendations and identify potential issues, gaps, or areas requiring further consideration. • Participate in technical vetting and strategy discussions, documenting reasoning and recommendations for adviser review. • Review advice-related work for accuracy, consistency, and alignment with the agreed strategy. • Maintain accurate client information and strategy notes in Xplan. • Communicate with the adviser and wider team regarding technical and strategic matters. • Contribute to improving advice and strategy development processes, including technology and AI tools. • Disclose any existing ongoing roles or client work. • Reflect the engagement on LinkedIn as “Independent Contractor”.

🎯 Requirements

• Minimum 5 years of experience in an Australian financial planning environment as an Senior Advisor Associate, Senior Paraplanner, or similar role. • Strong understanding of the Australian financial advice process. • Strong knowledge of Australian financial planning, including Superannuation, Retirement planning, Investments, Centrelink, and Insurance. • Strong Xplan experience, particularly with cash flow modelling and financial strategy analysis. • Ability to confidently discuss and develop financial strategies with an adviser. • Strong understanding of how strategy recommendations flow through the advice process. • Excellent written and verbal English communication skills. • Confident in explaining technical financial concepts clearly. • Strong attention to detail and ability to critically review strategy and modelling work. • Advanced Diploma of Financial Planning, CFP, or enrolment in a relevant financial planning qualification preferred. • Experience mentoring or training junior paraplanners preferred. • Previous experience in a senior paraplanning, SME, or team leadership role preferred. • Experience with Intelliflo, Productrex, Wealthsolver, or other Australian financial planning and modelling platforms preferred. • Experience with age pension strategies and retirement-focused advice for clients aged 55 to 75 preferred. • Experience with lifetime income stream strategies preferred. • Exposure to debt recycling strategies and related tax and documentation requirements preferred. • Experience with AI-assisted paraplanning workflows or transcript-to-fact-find processes preferred. • Kaplan Professional qualifications or active enrolment in a relevant financial planning program preferred.

🏖️ Benefits

• 100% remote work from home • Flexible time management as an independent contractor, while aligning with AU business hours • Independent Contractor Agreement engagement