Why Join Planlogic?

At Planlogic, we go beyond numbers. We support Australian financial advisers by combining technical expertise, financial planning knowledge and technology to help deliver quality advice to their clients.

What You’ll Do

Your day-to-day responsibilities will include:

• Preparing financial advice documents covering investments, superannuation, retirement strategies, insurance and other financial planning areas.
• Conducting product and strategy research across superannuation, investments and insurance to support adviser recommendations.
• Using financial planning software including Xplan, WealthSolver, RiskResearcher and XTools+ to complete modelling, projections and analysis.
• Reviewing client financial information, including Fact Finds and risk profiles, to support the preparation of financial advice.
• Preparing financial modelling, projections and supporting reports to help advisers assess different strategies and outcomes.
• Collaborating with Australian financial advisers to understand requirements, clarify queries and deliver accurate, high-quality work.
• Staying up to date with Australian financial planning regulations, legislation and industry developments to ensure work remains compliant and relevant.

What We’re Looking For

We’re looking for someone who:

• Is detail-oriented, analytical and organised, with a strong focus on accuracy.
• Has good written and verbal communication skills and can work effectively with advisers and internal teams.
• Is comfortable with technology and eager to learn new financial planning systems and tools.
• Has a curious and proactive mindset with a willingness to continuously learn and develop.
• Can manage deadlines and work independently while maintaining quality and consistency.
• Is a team player who is comfortable collaborating and sharing knowledge with others.

Here’s Why You’ll Love Being Part of Planlogic:

Competitive pay - We value your contribution and offer a competitive compensation package with performance-based incentives.

Hybrid work model - Enjoy the flexibility of working between home and our office.

Collaborative team culture - Work alongside a supportive team where collaboration, knowledge-sharing and celebrating achievements are part of our culture.

Professional growth opportunities - Build expertise in Australian financial planning and gain hands-on experience across investments, superannuation, retirement, insurance and financial strategies.

Impactful work - Your work directly supports financial advisers in delivering quality financial advice to individuals and families.