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ID:40139484
Salary expectation:
AUD $2,250/month

• Several years’ experience supporting Australian financial advisers across client administration, implementation, research and insurance

• Strong background in end-to-end implementation, particularly across superannuation and risk insurance

• Experienced in SOA research and preparation, including superannuation, investment and insurance product research

• Hands-on XPLAN experience covering risk research, insurance quotes, client data entry and task management

• Experienced in preparing No Change/Hold ROAs and annual review documentation

• Strong insurance expertise, including Death, TPD, SCI, Income Protection and Trauma cover

• Skilled in insurance needs analysis, quoting, applications and SOA implementation

• Experienced in rollovers, beneficiary updates, third-party authorities and account opening

• Regularly liaises with insurers, super funds and product providers to progress client requirements

• Experienced supporting portfolios of 200+ clients

• Strong client administration and communication skills across phone, email and SMS

• Availability: 30 days

ID:40139455
Salary expectation:
AUD $1,780/month

• 6+ years’ experience in Australian financial planning administration, supporting advisers across client administration, reviews and implementation

• Experience supporting Australian financial planning practices with portfolios of 80–100+ clients

• Skilled in XPLAN, including client data management, risk profiles and review documentation

• Experienced preparing initial and annual review packs, including Statements of Advice and supporting documentation

• Hands-on experience with full end-to-end implementation, including rollovers, beneficiary updates and third-party authorities

• Experienced liaising with insurers, super funds and product providers via email and phone

• Platform experience includes Nabtrade, IOOF Expand and Macquarie

• Familiar with fee arrangements, adviser fee invoicing and financial planning documentation

• Exposure to superannuation, SMSF, insurance and investment administration

• Experienced in fact find analysis, research summaries and client record management

• Previous Team Leader experience, including team scheduling and performance management

• Strong communication, organisation and administrative skills

• Availability: 30 days

ID:35769593
Salary expectation:
AUD $1,700/month

• 2+ years’ experience supporting Australian financial advisers across financial planning administration and client servicing

• Currently supports 4 Australian financial planners with end-to-end administrative support

• Experienced in fact find validation, compliance document checking and client file preparation

• Strongest experience in annual reviews and client review packs

• Hands-on experience with XPLAN and WealthSolver, including data entry, document preparation and client record management

• Supports preparation of Statements of Advice (SOAs) and Records of Advice (ROAs)

• Experienced with superannuation rollovers, insurance applications and investment instructions

• Skilled in coordinating with providers, tracking implementation progress and maintaining accurate CRM records

• Additional background in data operations, document management and administrative support

• Strong attention to detail, data accuracy and deadline management

• Experienced working with Australian teams and international colleagues in hybrid and remote environments

• Availability: 30 days’ notice

ID:40023461
Salary expectation:
AUD $1,650/month

• 2+ years’ experience across Australian financial planning administration, spanning both CSO and Junior Paraplanning roles

• Strong background in end-to-end post-review implementation, including super rollovers, investment trades and insurance policy variations

• Experienced working across major platforms and providers including Macquarie, BT Panorama, Netwealth, HUB24, MyNorth, CFS, IOOF, TAL, Zurich and MLC

• Hands-on XPLAN experience covering client records, workflows, templates, SOA/ROA preparation and advice generation

• Experienced preparing client review packs, portfolio reports, asset allocations and fee disclosures

• Skilled in pre-review compliance audits, including Fact Find verification and documentation checks

• Experience conducting product and investment research, fee comparisons and retirement and insurance projections

• Strong attention to data integrity, compliance and documentation accuracy

• Comfortable liaising with super funds, insurers and platform providers

• Background combines client service, advice operations and analytical skills

• Availability: 30 days’ notice

ID:23964476
Salary expectation:
AUD $1,800/month

• Senior Financial Planning Assistant with experience supporting up to 9 Australian financial advisers and practices managing 1,100+ clients, primarily servicing clients in their 50s and 60s, including retirees, SMSFs, and companies.

• Strong expertise in client review administration, including preparing review packs, managing Fee Disclosure Statements (FDS), Annual Advice Agreements (AAA), fee consent forms, adviser invoicing, client record maintenance, meeting coordination, and provider liaison across major investment and insurance platforms.

• Experienced in pre-implementation support, including client data entry, form preparation, beneficiary and authority forms, requirement collection, and liaising with superannuation funds, insurers, and product providers to facilitate advice implementation.

• Proficient in Xplan, Salesforce, Worksorted, and major Australian platforms including North, BT Panorama, HUB24, CFS, Macquarie, MLC, and AMP product portals, enabling efficient administration across high-volume financial planning practices.

• Recognized for managing high adviser workloads independently, with a strong focus on accuracy, organization, compliance, and client service, while seeking to broaden exposure into full implementation and paraplanning responsibilities.

ID:23964476
Salary expectation:
AUD $1,500/month

• Financial Planning Assistant with 4+ years of experience supporting Australian wealth management firms, providing comprehensive advice administration, compliance support, and client service across the financial planning lifecycle.

• Extensive experience in pre- and post-review administration, including review pack preparation, fact finds, third-party authority research, product application forms, portfolio reporting, tax report generation, and adviser meeting coordination.

• Strong understanding of investments, insurance, and Australian financial planning operations, with previous experience as a Financial Solutions Associate (Bancassurance) providing insurance and investment guidance to clients.

• Highly proficient in Xplan, Salesforce, and FIN365, with proven ability to streamline administrative workflows, maintain compliance, generate client reports, and support advisers in high-volume environments.

• Recognized for excellent client relationship management, attention to detail, communication, and organizational skills, backed by a strong customer service and banking background that enhances adviser and client support.