Paraplanner/Client Service Manager (Flexibility offered)

About the role

This non-client-facing role turns adviser strategies into clear, compliant advice and moves recommendations through to completion for clients.

Key responsibilities

• Translating adviser strategies into clear, compliant and client-friendly advice documents and files for two very hands on, thorough advisers

• XPlan modelling (Wealthsolver & Xtools+) including product, scenario comparison and projections, with a focus on superannuation, retirement, superannuation, investments and cash flow strategies

• Manage advice development, implementation and service workflows from instruction to completion alongside 3 support staff

• Allocate priorities, monitor progress and follow up outstanding actions to quickly resolve issues and prevent delays

• Maintain accurate XPlan records, file notes, workflow statuses and supporting evidence

About you

A proactive, collaborative approach and confidence working primarily behind the scenes will showcase your:

• Ability to turn adviser strategies into client-friendly and compliant advice documents and files

• Strong XPlan skills across data, modelling, workflow and advice creation modules

• Demonstrated knowledge of superannuation, retirement income, investments, Centrelink, insurance and cash-flow strategies

• Ability to prioritise competing tasks, manage workflows and effectively collaborate with the team and providers to follow recommendations through implementation to completion

• Professional pride by bringing exceptional attention to detail, strong technical and plain-English writing skills to every file, every time

Benefits

• Work with appreciative clients who value trust and relationships

• Participate in the evolution and growth of the practice and advice industry

• 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.