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
Skilled, 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.
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📌 Paraplanner & Client Services Workflow Manager (Non-Client-Facing) (Queensland)
🏢 Goals and Dreams Financial Planning
📍 Queensland