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.

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