Client Services Officer/Paraplanner

About Alura Financial 

Alura Financial is a 100% onshore outsourcing company providing premium financial advice solutions to financial planners across Australia. With a strong focus on quality, compliance, and efficiency, we specialise in supporting financial advisers across all aspects of the advice process. This includes data collection, data entry, SOA research and generation, Statement of Advice (SOA) preparation, implementation of advice, and specialist services in risk insurance and Centrelink support. With over 30 years of collective industry experience, our team is passionate about enabling advisers to deliver outstanding financial outcomes for their clients. 

Position Summary 

We are seeking a motivated and experienced Client Services Officer / Paraplanner to join our dynamic and growing team. This fully remote, hybrid role is perfect for someone who thrives on delivering exceptional client service and has a solid foundation in financial planning principles. You will work closely with financial advisers and internal teams to ensure the delivery of high-quality, tailored financial advice and seamless implementation. 

Key ResponsibilitiesClient Services & Administration 

• Act as the first point of contact for client queries, ensuring timely and professional communication. 
• Manage and maintain client accounts, processing updates, transactions, and follow-ups efficiently. 
• Assist with Centrelink applications, reporting, and client updates. 
• Liaise with superannuation funds, investment platforms, insurance companies, and other third parties to obtain policy and product information. 
• Monitor advice implementation progress, ensuring tasks are completed accurately and within required timeframes. 
• Ensure all client interactions and administrative tasks comply with relevant legislation, industry standards, dealer group procedures and Alura Financial processes. 
• Contribute to ongoing process improvements that enhance the client experience and internal workflow efficiencies. 

Paraplanning & Strategic Support 

• Conduct research, analysis, and modelling to support the development of comprehensive financial strategies. 
• Prepare clear, concise, and compliant Statements of Advice (SOAs), Records of Advice (ROAs), and strategy papers. 
• Collaborate with financial advisers to develop tailored recommendations in areas including superannuation, retirement, wealth creation, personal insurance, estate planning, and taxation. 
• Compare and analyse financial products and providers to support compliant and client-centric advice outcomes. 
• Stay informed of changes in legislation, compliance requirements, and financial planning strategies. 
• Work closely with internal paraplanning and admin teams to ensure smooth end-to-end advice delivery. 

Skills & Experience Required 

• Minimum 2+ years’ experience as a Client Services Officer within the financial planning industry. 
• Paraplanning experience is essential, with at least 2 years in a similar role. 
• Diploma or Advanced Diploma of Financial Planning (preferred). 
• Strong knowledge of Australian financial advice regulations, compliance standards, and advice processes. 
• Proficiency with financial planning software (Xplan or AdviserLogic highly regarded). 
• Excellent written and verbal communication skills, with the ability to present complex information in a simple and actionable way. 
• High level of attention to detail and strong analytical/problem-solving skills. 
• Ability to manage competing deadlines, work autonomously, and support a team environment. 

Desirable Attributes 

• Experience in developing or supporting advice strategies involving SMSFs, aged care, and tax-effective investment planning. 
• Knowledge of Centrelink processes and financial modelling tools. 
• Proactive, self-motivated, and process-driven approach. 
• Strong interpersonal skills and a collaborative mindset. 

If you are a detail-oriented, strategic thinker with a passion for financial planning and client service, we would love to hear from you! Apply now to be part of the growing team at Alura Financial.