Senior Adviser Associate
Posted 1 month ago
You'll complete your application on Hunt St's career site.
About the Role
This Australia-based recruitment organization focuses on connecting small-to-mid-sized companies with high-quality offshore personnel. By avoiding conventional outsourcing firms and implementing a flat finder's fee structure, the business assists clients in lowering hiring expenses while prioritizing ethical, clear recruitment workflows. The firm provides end-to-end support, including candidate vetting, job administration, and legal compliance, to ensure high standards of security and regulatory adherence. By focusing on talent pools in the Philippines, Indonesia, India, and Nepal, the organization enables companies to provide equitable pay via a streamlined and direct remote hiring model.
Requirements
- You need a minimum of five years of professional background in the Australian financial planning sector, specifically in Senior Adviser Associate or Senior Paraplanner roles.
- You must have a complete grasp of the Australian advisory framework, with expert-level knowledge of Insurance, Investments, Centrelink, Retirement planning, and Superannuation.
- You require high proficiency in Xplan, specifically for strategy analysis and cash flow modeling.
- You must demonstrate exceptional English communication skills, both verbal and written, and the ability to articulate intricate technical topics clearly.
- You should possess strong critical review capabilities, high attention to detail, and the aptitude to formulate financial strategies in partnership with senior advisers.
- Candidates with, or working toward, CFP status or an Advanced Diploma of Financial Planning are preferred, as are those with a history of using AI-enhanced workflows, team leadership, or specialized retirement advice expertise.
Responsibilities
- You will evaluate client data and financial situations to design and build sound financial plans in partnership with an adviser.
- You will use Xplan and related modeling software to verify strategy scenarios, confirming that all results and variables match intended objectives.
- You will offer technical support during the advisory cycle, write justifications for proposed recommendations, and perform comprehensive quality control checks on all documentation.
- You will keep precise logs of client details and strategic decisions within the software while engaging in consistent communication with the adviser and wider team regarding strategic issues.
- You will assist in the evolution of advisory procedures, including the adoption of artificial intelligence and new technologies, while ensuring all professional work is declared properly.
Benefits & Perks
- This role is performed entirely remotely from your home.
- You will work as an independent contractor, allowing for flexible schedule management provided you remain available during standard Australian business hours.
- The arrangement is formalized via an Independent Contractor Agreement.
Note: This listing is summarized and paraphrased by WorkNow from a publicly posted role. For the original wording and full details, please refer to the employer's official posting.
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