Company Description

Slingshot Solutions is a dynamic company built to provide offshoring solutions tailored specifically for accountants, lawyers, and professional services firms. Our operations are designed to connect businesses with exceptional talent in India, ensuring access to high-performing teams. With a deep understanding of the needs of professional firms, Slingshot Solutions offers cutting-edge approaches to foster competitive advantages for our clients.

We are dedicated to empowering businesses to achieve operational excellence with our specialized services.

Role Description

This is a full-time remote role. We are seeking a paraplanning officer to support our client's across compliance, advice preparation, and day-to-day operational tasks. The role including preparing Records of Advice (ROAs) and Statements of Advice (SOAs), completing application forms, and liaising directly with platform providers.

The role makes active use of Adviser Logic and Claude to keep client records accurate, compliance obligations on track, and advice documentation prepared efficiently and to a high standard. The position suits someone who is highly organised, detail-focused, comfortable working with compliance requirements, and confident using technology to support their work.

This role requires excellent English language proficiency, strong organisational skills, and strong technical accounting knowledge.

Key Responsibilities:

Ongoing Fee Arrangements (OFAs)

- Ensure OFAs are completed for all applicable clients within required timeframes.
- Track OFA renewal and consent dates,



and flag upcoming or overdue renewals to the adviser.
- Maintain accurate, up-to-date OFA records and supporting documents on Adviser Logic.
- Escalate lapsed, missing, or at-risk OFAs promptly.

Daily Operational tasks

- Download financial reports each morning and file them using the correct naming conventions and folder structure.
- Download research reports daily, review the content, and prepare concise summaries using Claude for the adviser.
- Check downloaded reports for anomalies or missing data and escalate issues as needed.
- Maintain a daily log of reports downloaded and summarised.

Application Preparation

- Prepare application forms for managed funds, bank accounts, and investment or superannuation platforms.
- Ensure applications are accurate, complete, and supported by the correct documentation before submission.
- Track the status of submitted applications and follow up outstanding items.

Advice Document Preparation - ROAs

- Prepare Records of Advice (ROAs) under the guidance of the adviser, using Claude to assist with drafting.
- Ensure ROA content accurately reflects the adviser's instructions and recommendations before review.
- Maintain version control and file completed ROAs correctly on Adviser Logic.





Advice Document Preparation - SOAs

- Prepare Statements of Advice (SOAs) using the licensee's (AFSL) approved templates.
- Prepare supporting research, product comparisons, and cost comparisons to inform recommendations.
- Ensure SOAs meet AFSL compliance requirements and are ready for the adviser's review and sign-off.
- Use of Product-rex
- Modelling and cash-flow using Adviser Logic

Database & Digital Systems Management

- Maintain and update client records, tasks, workflows, and document filing on Adviser Logic.
- Create and maintain a SharePoint folder structure that replicates the Adviser Logic filing structure.
- Ensure consistent file naming, version control, and organisation across both systems.

Liaison with Platform Providers

- Liaise directly with platform providers regarding applications, transactions, and client queries.
- Follow up outstanding requests and escalate delays to the adviser where required.
- Maintain professional, accurate, and timely communication with external providers.

Shift time: 6:00am - 3:00pm

Qualifications

- MBA or equivalent accounting qualification.
- Minimum 1 year of relevant experience
- Sound understanding of financial planning
- Good attention to detail and ability to prepare accurate, well-documented work.
- Good written and verbal English communication skills.
- Ability to manage multiple assignments and meet deadlines.
- Experience working with Australian Financial Planners will be highly regarded.
- Experience with Advisor Logic is preferred but not essential.

📌 Australian Paraplanner (India)
🏢 Slingshot Solutions
📍 India