Senior Client Service Associate / Paraplanner (Hybrid) - WFH
Senior Client Service Associate / Paraplanner (Hybrid) Australian financial planning | Work from home, Philippines based | Full-time, day shift on AEST | Salary open for the right person
Real advice work, a real seat at the table
Emerging Wealth is a boutique Sydney advice firm helping ambitious Australians under 50 build, grow and protect their wealth with meaning. We are small, tight-knit and client-first. You would be a core member of the advice team, not a task-taker in a call centre, and the work you produce goes straight into the advice our clients live by.
Why this role is worth your attention
Meaningful work: help clients make decisions that improve real lives, not just push paper.
End-to-end ownership: modelling, research, SOA/ROA prep, provider implementation and review support, all under one roof.
Technical growth: deepen your strategy, cash flow modelling and advice-documentation skills, and help shape how we use AI tools in advice production.
Your Role
- Cash flow modelling and strategy support Build clear models in Voyant (or multiple years using Xtools), prepare scenarios and trade-offs, and translate outputs into practical advice logic.
- Research and advice preparation Product and strategy research across super, investments and insurance using WealthSolver and Risk Researcher.
- SOA and ROA preparation Accurate, compliant, client-friendly advice documents built in Advice Designer (Xplan experience will be considered), with clean file notes and a defensible advice trail.
- Implementation and provider management Lodge applications, rollovers and insurance requirements, then chase with calm persistence until outcomes are confirmed and Xplan is updated.
- Reviews, client service and workflow discipline Prepare review packs, coordinate updates and action items, explain next steps in plain English and keep files audit-ready.
What you bring
- 4+ years in AU financial planning client service or operations, including 2+ years paraplanning with SOA/ROA experience
- Genuine, working knowledge of AU advice compliance and audit standards (this is a real requirement, not a preference)
- Some hands-on cash flow modelling experience in Voyant (candidates with several years of Xtools experience will also be considered)
- Some experience preparing SOAs in Advice Designer (candidates with several years of Xplan experience will also be considered)
- Implementation experience across super, investments and insurance
- Clear written and spoken English and a proactive, self-driven attitude
- Highly regarded Hub24 and Macquarie platform experience; dealing with AIA, TAL, NEOS, Zurich, MetLife or PPS Mutual; comfort working from home while staying organised and accountable.
What we offer
- Day shift aligned to Australian Eastern time, weekends off, no graveyard shifts
- Work-from-home setup with equipment support
- HMO health cover and paid leave
- Australian public holidays plus a genuine holiday break
- Ongoing training and clear paths to grow your technical depth
- A supportive, no-fluff team where good work is seen and valued
