How a Financial Planning Hire Helps You Serve More Clients Without Burning Out
What a Financial Planning Hire Can Do For Your Business
Paraplanner | Financial Planning Admin
A Philippines-based financial planning hire through Tarino can take on the tasks below. Use this as a guide when scoping the role before your discovery call.
GENERAL ADMIN
Task | What this looks like in practice |
|---|---|
Email & inbox management | Organising, responding to, and actioning client and provider emails. Sorting to folders for compliance tracking. |
Calendar & appointment setting | Managing the adviser's calendar. Scheduling client reviews, booking provider meetings, sending reminders. |
CRM management | Maintaining accurate client records in platforms like Xplan or AdviserLogic. Logging all interactions and generating reports. |
File & document management | Organising digital files across Google Drive, OneDrive, or SharePoint using correct structure and naming conventions. |
Data entry | Inputting client and policy data accurately across systems and software in a timely manner. |
Meeting minutes | Recording and distributing clear meeting notes with action items after client or internal meetings. |
Process documentation | Writing and maintaining SOPs, process guides, and training materials as workflows evolve. |
INSURANCE
Task | What this looks like in practice |
|---|---|
Compliance preparation | Preparing Fact Find, Financial Services Guide, and Best Interest Checklist. Ensuring documentation meets ASIC and dealer group requirements. |
Data collection from providers | Gathering existing policy details via adviser portal, provider calls, and correspondence. Obtaining third-party authorities where required. |
Pre-assessments | Submitting pre-assessment requests with medical, occupational, and risk information to product providers. |
Quote generation | Preparing quotes from comparison tools and provider websites. Reflecting accurate product knowledge in quote quality. |
Market comparison reports | Comparing existing covers against recommended replacements. Identifying benefit gains/losses and most competitive products. |
Statement of Advice (SoA) preparation | Pre-populating and completing SoAs with client info, risk profile, recommendations, fees, and commissions. |
Application lodgement | Completing and submitting applications via the adviser's preferred channel. Following up outstanding requirements until policy is in force. |
Policy alterations | Preparing and actioning changes to existing policies including sum insured, ownership, premium structure, and waiting/benefit periods. |
Premium dishonour tracking | Monitoring payment dishonours. Sending client reminders. Following up until the issue is resolved or policy lapses. |
Commission tracking | Monitoring and recording commissions received from product providers as instructed by the adviser. |
SUPERANNUATION
Task | What this looks like in practice |
|---|---|
Compliance preparation | Preparing Fact Find, FSG, risk profile documentation, and super fee comparisons per ASIC and dealer group requirements. |
Fund applications | Completing super applications online or via paper form. Following up outstanding documents until account is fully established. |
Data collection | Gathering super fund details via adviser portal, provider calls, and email. Obtaining third-party authorities where required. |
Investment switches & purchases | Processing investment switches and purchases accurately. Following up with the provider until settlement is confirmed. |
Rollovers (partial & full) | Completing partial or full rollovers between funds. Determining whether ATO form or provider rollover form is required. |
Fee Disclosure Statements & Opt-Ins | Generating FDS and Opt-In notices. Monitoring deadlines. Following up non-responses in accordance with ASIC requirements. |
Product comparison reports | Preparing super product comparisons across providers including fees, investment options, performance, and risk ratings. |
Invoicing | Preparing and sending client invoices via Xero or manually as instructed by the adviser. |
PARAPLANNING SUPPORT
Task | What this looks like in practice |
|---|---|
Client portfolio research | Researching investment products, superannuation funds, and insurance policies to support advice preparation. |
Portfolio analysis | Reviewing client portfolios. Identifying variances, risks, and opportunities. Preparing summaries for adviser review. |
SoA & RoA drafting | Drafting Statements of Advice and Records of Advice based on adviser instructions and file notes. |
Compliance document preparation | Preparing compliance reports, checklists, and documentation to meet regulatory and dealer group standards. |
Financial modelling support | Assisting with cash flow projections, retirement modelling, and scenario analysis using Xplan or AdviserLogic. |
Xplan / AdviserLogic management | Maintaining client data, templates, and workflows in financial planning software. Keeping records current and audit-ready. |
Why financial planning support works well offshore
Financial planning is one of the most admin-intensive professions in Australia — compliance documentation, SoA preparation, provider follow-up, CRM management — and most of it can be handled remotely by a well-trained offshore professional. Philippines-based paraplanners and financial planning admins are increasingly familiar with Australian regulatory requirements, dealer group standards, and platforms like Xplan and AdviserLogic. For advice practices carrying the cost of a local paraplanner or admin, offshore hiring delivers the same output at a fraction of the cost.
How Tarino finds the right person
Financial planning roles require candidates who understand the compliance environment, not just the software. Tarino screens for Xplan or AdviserLogic proficiency, experience preparing SoAs and compliance documentation, and the attention to detail that regulated advice work demands. Practical tasks are tailored to the role, and all candidates are background checked through Veremark before their profile reaches you.
Ready to scope the role?
If your advisers are spending time on paperwork instead of clients, or your paraplanning queue is slowing down your advice process, it's worth a conversation. Book a discovery call with Tarino and we'll help you scope the role and find the right person — one-time placement fee of $5,000 + GST, no ongoing markups.