Job Overview

Are you an experienced Financial Planning Administrator (AdviserLogic) looking to advance your career toward paraplanning?

Our client is seeking a detail-oriented professional with a strong background in Australian financial services—including superannuation and insurance—to support the administration behind client recommendations. To excel in this role, candidates must have hands-on experience with AdviserLogic to manage essential client file workflows efficiently. Candidates should also have either completed or commenced their RG146 qualification to demonstrate their commitment to industry standards. Reporting directly to the Head of Financial Planning Administration, you will play a crucial role in implementing financial advice without directly providing client advice.

Client Overview

Join a professional Australian financial planning firm with a structured, compliance-driven environment and a strong focus on process excellence. The team is committed to delivering high-quality client service while maintaining rigorous documentation and implementation standards.

Schedule: Monday - Friday, 09:30 AM - 05:30 PM AEST, with 30 minutes paid break (40 work hours per week)

Responsibilities

• Task & Workflow Execution: Complete delegated tasks and implement accepted Statements of Advice (SOAs)—including forms, rollovers, account setups, and insurance applications—while keeping tracking registers updated and identifying process bottlenecks.
• Client & Meeting Coordination: Schedule meetings, send confirmations and reminders, track prerequisite documents, and provide timely progress updates to internal teams and clients.
• Data & CRM Management: Maintain accurate, complete client records in Zoho CRM and AdviserLogic, ensuring proper data entry, file naming conventions, document traceability, and flagging missing details.
• Provider Liaison: Contact superannuation funds, insurers, and investment platforms to submit documentation, follow up on implementations, and monitor provider timeframes.
• Compliance & Quality Assurance: Collect and organize client documentation according to compliance standards, draft correspondence using approved templates, and ensure all work meets internal quality standards and deadlines.

Requirements

• Experience in an administrative or client service role
• Familiarity with CRM systems and task tracking
• Proficiency in Microsoft Office
• Experience with AdviserLogic
• Background in Australian financial services (financial planning, superannuation, insurance)
• RG146 completed or commenced
• Interest in progressing toward paraplanning or advice support roles

Core Systems & Tools

• Zoho CRM (training provided)
• AdviserLogic (training provided)
• Microsoft Office (Outlook, Teams, Word, Excel)
• Provider portals and practice systems

Independent Contractor Perks

• Health Insurance Coverage for eligible locations
• Permanent work from home
• Immediate hiring

Note

Please click the "Apply" button to complete your application, including the assessment questions, technical check, and voice recording. Your hourly pay rate will be established based on your performance in the application process; submissions with all requirements fulfilled will receive priority review.

One application, multiple possibilities:

When you apply, our team reviews your background against all current openings, not just this one! If a different role fits your skills, we'll get in touch! We also encourage you to keep exploring our job board and apply directly to any position that excites you.