We are seeking a motivated candidate to join our team as a Financial Planning assistant Australian work rights are required for this position. This role provides critical operational support, ensuring high-quality file preparation, research, reporting, compliance, while relieving workload pressures from our CSOs. The role will also provide reception relief as needed. The successful candidate will work closely with our Offshore and Paraplanning Team Leader, gaining hands‑on exposure to financial planning operations while building qualified skills in a structured, supervised environment. Key responsibilities: Paraplanning & Client Services Risk inbox triage and initial administration Assist with processing review files Support SOA preparation and file processing Reception & Operational Support Provide reception relief when required Support team with ad-hoc client service tasks Assist in maintaining operational checklists and process documentation Key Skills & Attributes Strong attention to detail and accuracy Organised and process-driven, with ability to manage multiple tasks Basic proficiency in Excel and office software XPLAN experience highly regarded Experience or exposure to personal insurance highly regarded Strong communication skills, professional attitude,



and ability to work collaboratively Comfortable following checklists and processes while being proactive in identifying errors Full-time Junior role with structured training and supervision Suitable for students studying Financial Planning Hands‑on exposure to financial planning operations, including claims processing and review file management Opportunity to develop professional skills in research, client service, and paraplanning Collaborative team environment and mentorship from senior staff Flexible involvement in both operational support and client‑facing workflows Key Performance Indicators Timely completion of research, reports, claims support, and file preparation Efficient risk inbox triage and operational support Contribution to reducing CSO workload and improving adviser turnaround time Important:

This is a

in-office role

covering reception relief. Applicants must have

full working rights in Australia

and be able to attend the office located at

Mile End, SA 5031 . Applications from candidates unable to meet these requirements will not be considered. Salary is dependent on and will be negotiated based on experience.

📌 Financial Planning Assistant (Adelaide)
🏢 Important Company of the Sector
📍 Adelaide