Paraplanner/Admin & Operations Specialist (009-00834)

• Use AI tools to generate, structure, and refine Statements of Advice (SOAs) and Records of Advice (ROAs) in accordance with Australian regulatory requirements and best practice standards
• Apply critical review skills to AI-generated advice documents, checking for accuracy, compliance, suitability, and client-specific relevance before adviser sign-off
• Conduct investment, insurance, superannuation, and strategic research to inform and quality-check advice content
• Prepare annual review documents, portfolio reports, and client review packs using workflows
• Analyse client financial data to model scenarios and projections in support of advice strategy
• Ensure all advice documents comply with relevant compliance frameworks, including AFSL requirements and the Best Interests Duty
• Liaise with the adviser to refine advice strategies and ensure accurate reflection of client goals and circumstances
• Maintain and update document templates to ensure consistency and efficiency

• Coordinate and prepare for scheduled annual and semi-annual client reviews
• Compile pre-meeting packs including portfolio valuations, asset allocations, and fee disclosure documents
• Update client records and financial data in the CRM/practice management system following review meetings and as work is conducted throughout the year
• Track review schedules and follow up on outstanding client actions post-meeting

• Handle client onboarding administration including data collection, file setup, and ID verification
• Process new business applications, rollovers, and product instructions with fund managers, insurers, and super funds
• Correspond with clients, product providers, and third parties via email and phone in a professional and timely manner
• Maintain accurate and up-to-date client files and records within the practice management system
• Prepare Fee Disclosure Statements (FDS) and Opt-In notices as required
• Assist with compliance documentation, file notes, and audit trail maintenance
• Support invoicing, fee collection, and general office administration as required

• Minimum 3 years of paraplanning experience within an Australian financial planning practice
• Demonstrated experience preparing SOAs and ROAs across investment, superannuation, insurance, and retirement planning
• Solid working knowledge of the Australian financial planning regulatory environment (Corporations Act, FASEA, Best Interests Duty)
• Proficiency using AI-powered tools and platforms to draft, refine, and quality-check Statements of Advice and related documents
• Comfort working with large language models (e.g. ChatGPT, Claude, or specialist financial planning AI tools) as part of an advice production workflow
• Strong written English communication skills with the ability to produce clear, professional client-facing documents
• High attention to detail with strong organisational and time management skills
• Experience working remotely with Australian financial planning or professional services firms
• Valid NBI/Police Clearance

• Diploma of Financial Planning (FNS50622) or equivalent Australian qualification, or currently studying towards it
• Knowledge of Australian products including managed funds, platforms (e.g. Netwealth, HUB24, Macquarie Wrap), and life insurance
• Experience using AI writing or document generation tools in a professional or financial services context
• Familiarity with prompt engineering or working effectively with large language models to produce structured, compliant outputs
• Experience with portfolio reporting tools and CRM/practice management systems Understanding of aged care advice, SMSFs, or estate planning as supplementary areas
  

This is a remote role that will be set up as an independent contractor engagement.

To ensure alignment and transparency, successful candidates will be expected to:

• Disclose any existing ongoing roles or client work
• Reflect this engagement on their LinkedIn profile (clearly marked as “Independent Contractor”)