Why join Planlogic?

At Planlogic, we’re not just about crunching numbers – we’re about building relationships, improving processes and helping financial advisers make a difference in their clients’ lives.

What You’ll Do?

Your day-to-day responsibilities will include:

• Writing detailed financial reports on investments, superannuation, retirement strategies and insurance.
• Conducting in-depth research into financial products, market trends and economic conditions to support sound financial advice.
• Utilising advanced financial planning software to build scenarios and forecasts for client portfolios.
• Collaborating with advisers and teams to gather insights, understand client objectives and refine advice delivery.
• Staying ahead of industry changes, ensuring compliance and relevance in everything we do.

What We’re Looking For?

We’re searching for someone who:

• Is detail-oriented, organised and thrives on solving complex problems.
• Has excellent communication skills, whether it’s written emails, virtual meetings, or brainstorming sessions.
• Is comfortable with technology and eager to learn new tools (experience with Xplan is a plus, but not required).
• Brings a curious, proactive mindset and always up for learning something new.
• Embraces autonomy by displaying the ability to meet deadlines and deliver outcomes with minimal supervision.
• Here’s why we think you’ll love being part of our team:

Competitive pay.

We value your expertise and growth with us, and offer a rewarding compensation package with performance-based bonuses.

Hybrid work model.

Enjoy the flexibility of working both from home and in the office.

Collaborative team culture.

We thrive on teamwork, support and celebrating our achievements together.

Professional growth opportunities.

Get hands-on experience in the wealth management space and develop deep expertise in financial strategies.

Impactful work.

Your contributions will directly shape the financial future of individuals and families.