Job Description

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

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Goals and Dreams Financial Planning – Chermside QLD

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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.

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Key responsibilities

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

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

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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.

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