Financial Planning Assistant

Private Advertiser; Adelaide; On-site; AUD 52,000 - 66,000; Full time

Job summary

Private Advertiser is seeking a motivated Financial Planning assistant to join our Adelaide team. This in-office role offers hands-on exposure to paraplanning and client services, with structured training and supervision.

You will support risk inbox triage, file processing, and SOA preparation while providing reception relief as needed. We're looking for someone detail-focused, organised, and comfortable following checklists.

Qualifications

• Attention to detail and accuracy essential.
• Organised, process-driven, multitasking ability.
• Basic Excel and office software proficiency.
• XPLAN experience and personal insurance exposure highly regarded.
• Interest in financial planning and willingness to learn under supervision.

Responsibilities

• Paraplanning and client services support.
• Risk inbox triage and initial administration.
• Assist with processing review files.
• Support SOA preparation and file processing.
• Reception relief and ad hoc client service tasks.
• Maintain operational checklists and process documentation.

Skills

Attention to detail

Organised and process-driven

Excel proficiency

XPLAN experience

Insurance exposure

Communication skills

Team collaboration

Follow checklists

Education

Finance/Financial Planning student

Tools

Excel

XPLAN

Office software

Job description

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 professional 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.