Junior Paraplanning & Client Services 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

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.