Accounting & Finance ✦ Dedicated & full-time

Financial Adviser
Support

Paraplanning and adviser support — SOA preparation, research and client-review admin — from $14/hr + GST.

Book my 30-minute call →or run the numbers for your role →
Looking for VA work? Apply at staffingsolutions.ph
$14/hrFrom, + GST · full-time
70%Average saving vs a local hire
14 daysBrief → first day
Fully managedWe hire, you lead

What a Financial Adviser Support does

Advisers should be advising, not formatting SOAs. A dedicated paraplanning and adviser-support VA prepares the documents, research and review packs so you stay in front of clients.

Every StaffingSolutions.io financial adviser support is recruited, hired and managed by us — reference-checked for your tools, working your business hours, and backed by our zero-risk promise: no placement fee, money-back first week, and a free replacement if the fit isn't right.

What they handle

  • Statements of Advice — preparation and formatting.
  • Research — product and fund comparisons.
  • Client review packs — ready to present.
  • Implementation admin — applications and follow-up.
  • CRM & compliance — records maintained.
  • Fee reconciliation — revenue tracked.
The actual work

A week in the role

Prepares the documents and research that sit behind advice, so the adviser stays in front of clients. Draft SOAs and ROAs, XPLAN modelling, product and insurance comparisons, review packs and the compliance file the licensee audits. The advice itself is formed, approved and signed by the authorised adviser.

The taskWhat that actually involves
Statement of Advice drafting

Drafts the SOA in XPLAN from the adviser's file note and strategy instruction, populating the licensee-approved template with scope, recommendations, reasons why and cost disclosure. The adviser reviews it, forms the advice and signs.

Records of Advice preparation

Prepares the ROA for existing clients where the strategy has not materially changed, along with review letters and meeting agendas, and sets up the file note structure for the adviser to complete after the meeting.

Modelling in XPLAN

Runs the projections in Xtools+ — retirement income, contribution strategies, transition to retirement, age pension entitlement and means testing — and checks every input back to the fact find before the numbers reach the adviser.

Product and platform research

Pulls Lonsec, Zenith and Morningstar ratings, compares platform and investment fees by APIR code, documents which alternatives were considered and why, and assembles the comparison the adviser needs to satisfy the best interests duty.

Insurance research and quoting

Quotes life, TPD, trauma and income protection across insurers in Risk Researcher or Omnium, compares policy definitions and premium structures side by side, and prepares the pre-assessment paperwork for the adviser to send to underwriting.

Fee documentation and consent

Tracks ongoing fee arrangement anniversaries, prepares the fee disclosure and client consent forms listing services delivered and fees charged, and follows up unsigned consents so the arrangement does not lapse on the anniversary date.

Application and implementation packs

Assembles application forms for platforms, super funds and insurers, prepares rollover requests, collects identification for AML verification, and pre-fills everything the client must sign so paperwork goes out complete rather than half done.

Compliance file preparation

Builds the advice file the licensee audit will examine: fact find, risk profile, research evidence, file notes, disclosure documents and the record of what was presented, indexed and cross-referenced before the adviser signs off.

Review pack preparation

Prepares the annual review pack — portfolio valuation, performance since last review, asset allocation against the model, contribution cap and transfer balance information, and insurance still in force — for the adviser to take into the meeting.

XPLAN data and workflow

Keeps client records, beneficiary nominations, asset registers and portfolio holdings current in XPLAN or AdviserLogic, drives the review due-date workflow, and makes sure each task is sitting on the right person's list.

Provider and platform follow-up

Chases fund managers, platforms and insurers on pending rollovers, applications and policy issues, obtains statements and policy schedules, and reports status back to the adviser without offering the client any opinion on their investments.

Client correspondence and scheduling

Prepares letters, engagement documents and review invitations for the adviser to approve and send, books review appointments into the adviser's diary, and pre-populates fact find updates for the client to confirm before the meeting.

Related roles

More Accounting & Finance roles

All Accounting roles →

Accountant

Management accounts, reconciliations and reporting under your CPA's direction.

Explore →

Bookkeeper

Day-to-day books, invoicing, reconciliations and payroll in Xero or MYOB.

Explore →

Payroll Processor

Accurate pay runs, timesheets, superannuation and leave admin.

Explore →
Questions

Frequently asked

How much does a financial adviser support cost?
From $14/hr + GST for a full-time, dedicated team member — roughly $29K a year against $95K–$115K all-in for the local equivalent once you add super, leave, payroll tax, software and a desk. No placement fee, no setup fee, no recruitment retainer: you pay from the day they start, for hours worked, and interviewing candidates costs nothing. Specialist roles sit a little higher. Run your numbers →
How fast can they start?
Typically 14 days from your discovery call to day one. In the first week we source and screen against your brief; you get three matched profiles and interview whoever you like. Once you choose, we handle the offer, the contract, equipment and connectivity checks, and induct them on our side before they reach you. Specialist roles — developers, NDIS claims, anything needing niche software — can take a week longer, because we won't pad a shortlist just to hit a date.
What if the fit isn't right?
You're covered twice over. If it's clearly wrong by day five, your first week is refunded in full. After that, a free replacement any time — new shortlist, new interviews, no second fee, because there was never a first one. Before it gets that far, talk to us: our HR manager will work through it with you and the team member, since most problems turn out to be an unclear process rather than the wrong person, and a fortnight of coaching usually fixes it. Replacing someone is the last resort, not the first move.
Is there a minimum term?
Three months, then month to month. It's the same runway you'd give a new local hire to learn your systems, your clients and your standards — and the team members who get a fair run are the ones who stay for years. There are no exit penalties at any point, and if the issue is the person rather than the role, the first-week refund and free replacement cover that separately.
How do you handle confidentiality?
The same way you'd treat any remote team member. Every placement signs an NDA and a confidentiality clause before day one, and they work inside your systems — your email, your CRM, your file storage — so you control what they can see and can revoke access instantly. No client data is stored on our side.
What stays with you, and what goes to them?
They take the recurring, process-driven part of the financial Adviser Support role — the work that happens the same way every week and eats your day. Judgement calls, client relationships, anything requiring your licence, sign-off or authority stay with you. The clients who get the most out of a financial Adviser Support hand over a defined process and keep the decisions, rather than handing over the whole function and hoping. On the discovery call we'll map which tasks fall on which side of that line before you commit to anything.
How do I hand the work over without losing weeks to training?
Record yourself doing the task once and talk through it as you go — a fifteen-minute screen recording beats a written manual every time, and your financial Adviser Support will turn it into a documented process you both work from. Expect the first fortnight to be shadowing and checking, then steadily less. If you have nothing documented, that's normal and it's not a blocker: we'll help you decide what to record first, and your account manager checks in through the whole ramp-up.