Paraplanner - (002 - 00130)

As a Paraplanner at Hunt St, your primary responsibilities will include preparing comprehensive Statements of Advice (SOAs) and Records of Advice (ROAs) to meet compliance requirements. You'll conduct product comparisons and strategy modeling focusing on superannuation, insurance, and pension products. This role also involves assisting with the structuring of Self-Managed Super Funds (SMSF) for property investments and utilizing various financial planning software tools like Xplan, Midwinter, and AdviserLogic.

To qualify for the Paraplanner position at Hunt St, candidates should have a minimum of 3 years’ experience in paraplanning or similar roles. A strong understanding of financial planning principles and regulatory requirements is essential. Additionally, proficiency in financial planning tools such as Xplan, Midwinter, and AdviserLogic is required, and experience with Intelliflow is a plus, as training will be offered.

At Hunt St, Paraplanners enjoy a completely remote work environment, allowing for flexibility and comfort. You'll collaborate closely with senior planners and other team members online, ensuring seamless communication and support while you work on vital financial strategies that empower clients in their wealth management journey.

A successful Paraplanner at Hunt St should possess strong analytical skills, excellent attention to detail, and a collaborative attitude when working with financial advisers. Additionally, the ability to manage multiple tasks effectively, meet deadlines, and exhibit strong written and verbal communication skills are critical to the role.

Hunt St is dedicated to the growth of its Paraplanners by providing access to training on financial planning software and industry best practices. Continuous skill development is encouraged, ensuring that you can adapt to new tools and techniques in the fast-paced wealth management sector.

When answering this question, focus on detailing your previous work with SOAs, providing examples of your process, ensuring compliance, and the outcome of your efforts. Highlight specific instances where you influenced client financial decisions positively.

Discuss your approach to analyzing different financial products, the factors you consider, and how you make recommendations based on client needs. Provide examples of tools or methodologies you use for accurate comparisons.

Be honest about your experience level with software like Xplan, Midwinter, and AdviserLogic. If you’ve used any similar tools, describe how those experiences can translate to the role at Hunt St, showcasing your adaptability to new software like Intelliflow.

Talk about your understanding of regulatory requirements and how you ensure compliance in your work processes. Share specific examples of how you’ve identified and corrected non-compliance issues in past roles.

Illustrate your time management skills by sharing strategies you use, such as prioritization and scheduling. Give examples of past situations where you successfully handled multiple tasks under pressure, ensuring high-quality output.

Narrate an instance where you encountered a challenging situation with a client or team member. Highlight your problem-solving approach, communication skills, and the resolution achieved, demonstrating your ability to remain professional and effective.

Explain your process for gathering client data and needs, as well as how you collaborate with financial planners. Provide examples of successful strategies you've helped devise that catered to individual client goals.

Describe characteristics such as attention to detail, analytical thinking, and the ability to communicate complex information clearly. Explain why you feel these qualities are vital to supporting clients and working with financial planners effectively.

Discuss how you seek feedback from colleagues and clients, attend relevant training, and review your previous work to identify areas for improvement. Emphasize your willingness to embrace change and enhance your skills continuously.

Convey your passion for financial planning, remote work, and your admiration for the innovative approaches of Hunt St. Talk about how you align with their commitment to empowering clients and your eagerness to contribute to their mission.