Junior Review Executive - Advice Support / Paraplanning

About the role

Advice Lab is hiring two junior roles within its Quality Review team in Colombo: a Junior Review Analyst for paraplanning documents and a Junior Review Associate for advice support work. Both roles help maintain the accuracy, consistency and reliability of the work delivered to Australian Financial Advisers, supporting the quality review process and helping identify gaps.

Key responsibilities

• Conduct initial quality checks on paraplanning documents, SOAs/ROAs and Xtools, identifying errors, inconsistencies and gaps.
• Ensure all advice documents meet regulatory, compliance and internal standards.
• Assist in maintaining quality review checklists, templates and process guidelines.
• Document recurring issues and improvement areas, and communicate them clearly to paraplanners with timely feedback.
• Support process enhancements and escalate recurring issues or risks to the Senior quality review analyst or Team lead.
• Take part in internal training on Australian financial planning processes, Xplan and review standards, and keep developing knowledge of advice strategies.

Required profile

• Strong attention to detail and ability to spot errors.
• Good understanding of documentation and administrative processes.
• Basic knowledge of Australian financial planning terminology (training provided).
• Ability to work accurately under time pressure.
• Strong written and verbal communication skills.

Required skills

• Proficiency in Microsoft Office and Google Workspace.

What we offer

• Competitive salary based on experience and skills.
• In-depth training program.
• Workplace with PlayStation 5 and board games.
• Internal leadership program with promotion from within.
• Travel allowance.