Junior Review Associate - Paraplanning & Advice Support

About the Role

At Advice Lab, you’ll be part of a team that genuinely believes in growth, collaboration, and doing meaningful work. As a Junior Review Associate - Paraplanning & Advice Support in the Quality Review team, you will be reviewing paraplanning and advice support work, you’ll play a key role in maintaining the accuracy, consistency, and reliability of the work delivered to Australian Financial Advisers. In this role, you’ll support our quality review process, help identify gaps, and ensure our outputs meet the high standards our clients trust us for. If you’re someone who takes initiative, enjoys working through details, and values being part of a supportive, structured, growth‑oriented team, you’ll thrive here.

Key Responsibilities

• Quality Review & Checks

  • •Conduct initial quality checks on paraplanning documents, SOAs/ROAs, file notes, research, workflows, and Xplan data
  • •Identify errors, inconsistencies, and gaps in documentation prepared by paraplanners and client service teams
  • •Ensure all advice documents meet regulatory, compliance, and internal standards

• Process Support & Documentation

  • •Assist in maintaining quality review checklists, templates, and process guidelines
  • •Support the quality review team in documenting recurring issues and improvement areas

• Collaboration & Communication

  • •Communicate identified issues clearly with paraplanners and advice support staff
  • •Provide timely feedback and assist in clarifying requirements when needed

• Continuous Improvement

  • •Support the implementation of process enhancements to improve quality and efficiency
  • •Escalate recurring issues or risks to the Senior quality review analyst or Team lead

• Training & Development

  • •Participate in internal training sessions related to Australian financial planning processes, Xplan, and Review standards
  • •Continuously develop technical knowledge and understanding of advice strategies

Must-Haves

• •Strong attention to detail and ability to identify errors.
• •Good understanding of documentation and administrative processes.
• •Basic knowledge of Australian financial planning terminology (training will be provided).
• •Ability to work accurately under time pressure.
• •Strong written and verbal communication skills.
• •Proficiency in Microsoft Office and Google Workspace.

Skills We Value

• •Exposure to paraplanning, Xplan, or financial planning workflows.
• •Experience in a audit, or review-focused role (even short-term or internship).
• •Interest in developing deeper knowledge of Australian financial advice processes.

What's in It for You

• •Competitive salary based on experience and skills
• •An in-depth training program that will give you skills you can’t learn anywhere else
• •Some of the best clients – clients don’t think twice about gifting our staff, because of the sheer superstar value they add.
• •The best offices in Colombo – PlayStation 5, Boardgames – way better than what the next best got!
• •A growing culture built by employees for the employees – think foodies, music, entertainment & great humour!
• •An internal leadership program – we have only promoted internally & continue to encourage our staff to step in to leadership positions rather than hire externally
• •Travel allowance – so, your earnings don’t wash away in commute.