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:

• The daily preparation of Planlogic’s digital Statements of Advice, ensuring that specific guidelines and compliance requirements are followed.
• The timely and accurate completion of all assigned tasks.
• User acceptance testing (UAT), to verify that developments made on Planlogic’s technology product meets business and user requirements.
• Involvement in the quality assurance process, by conducting testing, identifying bugs, and recommending remedial action.
• Analysis and documentation of businesses processes, to enable improvements to workflow.

What We’re Looking For

We’re searching for someone who:

• Currently reading or completed a degree in Business, Management, Accounting, Finance, or a related field.
• A strong work ethic – be dependable and responsible
• Well-organized and detail-oriented with a great eye for attention to detail.
• Excellent verbal & written communication skills.
• Excellent time management skills with the ability to meet strict deadlines.
• Out of the box thinking and an appetite to solve complex problems.

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.

Continued learning & development opportunities.

We invest in your future with training, mentorship, and resources to help you grow your skills and career.