Description
Financial Planning Advisor (Australian Financial Services)
Location: Orion City, Dematagoda (On-site)
Working Hours:
Monday – Friday: 6:00 AM – 2:00 PM
Saturday: 6:00 AM – 10:00 AM
Salary: Above LKR 220,000 per month (Negotiable for the right candidate)
Join a Leading Australian Financial Planning Practice
LankaStaff is recruiting on behalf of our Australian client, a specialist Life Insurance and Superannuation Advice Practice, dedicated to helping Australians protect their income, families, and assets through tailored personal insurance strategies.
This opportunity is ideal for professionals with Australian Financial Planning, Life Insurance, Wealth Management, or Paraplanning experience who are looking to continue their career with a highly respected Australian practice.
If you have worked with ASIC regulations, AFSL compliance, XPLAN, SOAs, ROAs, underwriting, or Australian insurers, we would love to hear from you.
Your Role
As a Senior Financial Planning Associate, you will play a key role in supporting Financial Advisers by managing client relationships, preparing advice documentation, coordinating with Australian insurance providers, and ensuring all client files meet regulatory and compliance requirements.
You will become an integral member of a professional Australian advisory team delivering high-quality financial advice to clients across Australia.
Key Responsibilities
Adviser & Paraplanning Support
- Prepare client meeting packs, fact finds, file notes, and adviser documentation.
- Assist Financial Advisers with research, insurance comparisons, underwriting support, and strategy modelling.
- Prepare and draft Statements of Advice (SOAs), Records of Advice (ROAs), and other financial planning documentation for adviser review.
- Assist with client presentations and implementation of advice.
- Monitor outstanding client actions and follow up after adviser meetings.
Client Relationship Management
- Act as a professional point of contact for Australian clients via phone and email.
- Manage new business applications and policy implementation.
- Liaise with insurers regarding underwriting requirements, policy alterations, and client servicing.
- Coordinate medical, financial, and lifestyle underwriting requirements.
- Support claims processing and ongoing policy administration.
- Maintain excellent client service throughout the advice process.
Compliance & Administration
- Maintain accurate client records within XPLAN.
- Ensure all client files comply with ASIC and AFSL requirements.
- Manage adviser workflows, calendars, and ongoing tasks.
- Assist with compliance audits and file reviews.
- Prepare reports and maintain professional documentation.
We Are Looking For Someone Who Has
Previous experience working within the Australian Financial Planning, Life Insurance, Wealth Management, or Financial Services industry.
Experience in one or more of the following roles:
- Financial Planning Associate
- Paraplanner
- Client Service Officer
- Adviser Support Officer
- Wealth Management Administrator
- Insurance Administrator
- Financial Planning Assistant
Good understanding of:
- Australian Financial Services Industry
- ASIC Regulatory Framework
- AFSL Compliance
- Risk Insurance Advice Process
- SOA & ROA Documentation
- Underwriting Procedures
Experience using one or more of the following platforms:
- XPLAN
- AdviserLogic
- Life Risk Online
- or similar Australian Financial Planning software
Excellent written and spoken English communication skills.
Strong attention to detail with exceptional organisational skills.
Ability to manage multiple priorities in a fast-paced environment.
A positive, proactive, and client-focused attitude.
Qualifications
- Degree in Financial Planning, Commerce, Business, Accounting, Finance, or a related discipline.
- RG146 or Tier 2 qualification will be an added advantage.
- Relevant Australian industry experience may be considered in place of formal qualifications.
Why Join This Opportunity?
- Salary above LKR 220,000 per month (Negotiable based on experience).
- Work directly with an established Australian Financial Planning practice.
- Exposure to Australia's leading Life Insurance providers including AIA, TAL, Zurich, MLC Life, ClearView, and other major insurers.
- Clear career progression into Senior Paraplanning, Practice Management, or Financial Adviser pathways.
- Ongoing mentoring and professional development.
- Stable long-term career with an international client.
- Collaborative, supportive, and professional working environment.
This role is ideal for professionals who already have Australian Financial Planning or Life Insurance experience and are looking to take the next step in their career with a respected Australian employer.
Apply Now:
Upload your CV (Word or PDF) via the LankaStaff Careers Portal and search for Job No: 9713
You may also apply for other available opportunities.
For inquiries:
admin@lankastaff.lk
011 713 3080