FinancialPlanningOfficer

Key Responsibilities:

• Manage end-to-end client service processes to ensure seamless client experiences.
• Prepare and review Statements of Advice (SoAs), Records of Advice (RoAs), and other compliance-related documents.
• Support financial advisers by handling paraplanning tasks with accuracy and timeliness.
• Maintain and update client records in CRM systems.
• Liaise with product providers and clients to follow up on applications, transactions, and outstanding requirements.
• Ensure compliance with Australian financial services regulations and company policies.
• Proactively identify opportunities to improve processes and contribute to a positive team culture.

Required Skills and Qualifications:

• Minimum 5 years of experience in client services, paraplanning, or a similar role in financial planning/wealth management.
• Strong understanding of financial planning processes and compliance requirements.
• Ability to work independently with minimal oversight.
• Excellent attention to detail and organizational skills.
• Strong communication skills (verbal and written) to liaise confidently with advisers, providers, and clients.
• Proficiency with financial planning software, CRMs, and Microsoft Office Suite.
• Self-driven, proactive, and committed to building trust and long-term relationships within the team.

Benefits:

Our offshore team is committed to building a strong, supportive culture. Team members will have opportunities to travel to Australia periodically to strengthen connections with the onshore team.