Financial Planning Assistant (Australian Paraplanning Support)

About the Role

We are looking for a detail-oriented and proactive Financial Planning Assistant to join our team. In this role, you will support Australian Financial Advisers in delivering high-quality financial planning services to their clients. The key focus of this role is ensuring accuracy, quality, and timely delivery of work while proactively managing administrative tasks allocated by Financial Advisers. This position involves a blend of administrative responsibilities and client engagement, contributing directly to effective advice implementation and client satisfaction.

Key Responsibilities

• •Conduct product research within the financial planning universe
• •Provide exceptional customer service by promptly addressing Adviser inquiries related to administrative tasks and following up on requests
• •Maintain accurate and up-to-date client records and databases, ensuring data integrity and confidentiality
• •Manage client review meetings and prepare related documentation
• •Prepare and process applications, ensuring accuracy and alignment with advice documents
• •Assist in the implementation of financial strategies by coordinating with financial institutions and other service providers to ensure seamless execution of plans
• •Stay informed on financial regulations, industry trends, and best practices to ensure compliance and enhance service quality
• •Demonstrate working knowledge of Australian financial services regulatory requirements to ensure compliance in all client interactions
• •Understand and meet stakeholder expectations

Must-Haves

• •Minimum 1-2 years of experience in handling similar tasks.
• •Have specific experience in paraplanning specifically rather than general administrative roles.
• •Experience in X-Plan Financial Planning Software.
• •Demonstrate prior hands-on experience with X-Plan software as training will not be provided for this system.
• •Basic to intermediate MS Outlook, Excel, Word and PowerPoint knowledge.
• •A graduate from any four (4) year course; or at least 2 years in college with any bachelor's degree with at least two (2) years of working.

What's in It for You

• •Competitive salary that reflects your experience and skills
• •13th month payment
• •Career growth in a supportive and structured environment
• •Relocation allowance (airfare and accommodation if relocating)
• •HMO coverage
• •Company‑provided equipment (PC / Laptop)
• •A positive, collaborative, and inclusive workplace that invests in your development