Paraplanner & Client Services Workflow Manager (non-client-facing)

Goals and Dreams Financial Planning – Chermside QLD

Combine high-quality paraplanning with coordination of client service and implementation workflow. This non-client-facing role turns adviser strategies into clear, compliant advice and keeps tasks moving through to completion.

Key responsibilities

- Prepare compliant Statements of Advice, Records of Advice and supporting documents for two advisers (approximately 10 client meetings per week)
- Complete Xplan modelling, projections and scenario comparisons across retirement, superannuation, pensions, investments, cash flow, Centrelink and contribution strategies
- Translate adviser strategies into clear, accurate and client-friendly advice
- Maintain WealthSolver research and modelling where required
- Review client information, resolve gaps and document strategy or product alternatives
- Manage advice, implementation and service workflows from instruction to completion
- Allocate priorities, monitor progress and follow up outstanding actions
- Coordinate forms, authorities, supporting documents and implementation records
- Liaise with providers, platforms and insurers to resolve issues and prevent delays
- Maintain accurate Xplan records, file notes, workflow statuses and supporting evidence

About you

- Experience preparing compliant Statements of Advice and Records of Advice in Australian financial advice
- Strong Xplan skills across advice creation, data, modelling, projections and workflows




- Ability to turn adviser strategies into complete, accurate and client-friendly advice
- Knowledge of superannuation, retirement income, investments, Centrelink, insurance and cash-flow strategies
- Experience coordinating implementation or client service workflows
- Ability to prioritise competing tasks, track progress and follow through to completion
- Qualified, persistent communication with providers and external parties
- Strong technical, analytical, numerical and plain-English writing skills
- Exceptional attention to detail, judgement and record keeping
- A proactive, collaborative approach and confidence working primarily behind the scenes
- Work with appreciative clients who value trust and relationships
- Build your expertise as the business and your role evolve
- Improve processes and help shape the practice
- Work closely with experienced professionals and see the results of your contribution
- Join a supportive, purpose-led culture with people who care about one another, clients and quality work
- Full-time or part-time hours and a mix of office and home-based work may be considered for the right person

About us

At Inspirit Advisory, we put people first. We are a women-led financial advice practice helping individuals and couples navigate financial decisions with care, clarity and confidence. Our advice is personal, education-led and explained in plain English. As a small, passionate and growing team, we value genuine relationships, purposeful work and continuous improvement.

#J-18808-Ljbffr

📌 Paraplanner & Client Services Workflow Manager (non-client-facing) (Brisbane City)
🏢 Goals and Dreams Financial Planning
📍 Brisbane City