Advice Quality Specialist

Are you a technically proficient paraplanner looking to take a step back from SOA writing and transition into a quality-assurance and technical support role?

If you have a sharp eye for advice quality, a deep technical skillset, and a passion for supporting and educating advisers, we want to hear from you!

Job Summary

Our team of Paraplanners are responsible for the creation of high-quality advice documents and product research for our team of employed and licenced advisers. The client experience is at the centre of everything we do. We place a high priority on the accuracy and technical expertise of our teams, and we value the way this positively impacts a client’s journey with us.

In this key role, production of Statements of Advice (SOAs) will not be your main responsibility, instead you will be accountable for quality assurance of submissions into paraplanning and quality assurance of completed SOAs for our licenced adviser network.

This position is ideal for an experienced paraplanner who enjoys analysing strategies, advice quality assurance, and thinking critically but commercially for positive outcomes within our licenced adviser network.

Key Responsibilities

• Advice Quality & Pre-SOA Review: Conduct thorough pre-SOA reviews and support advisers with education and tools to close gaps/deficiencies prior to document generation.
• SOA Review & Quality Assurance: Review completed SOAs produced by the paraplanning team to ensure these are completed to a high level of quality.
• Technical Support & Education: Provide ongoing technical support across the adviser network, including preparing and presenting technical webinars and training sessions.
• Remove Roadblocks for Advisers: Work to support the Practice Development Manager to drive advice quality and efficiency for both Akambo and the adviser.
• Wealthsolver/Projection Support: Support advisers with Wealthsolver scenarios and Strategy Papers where required.
• Capacity Overflow (Ad-hoc): Occasionally assist with writing an SOA and supporting the Licensing Team with overflow (though document writing/licensing support is not a core responsibility of this role).

To Be Successful in This Role You Will Require:

• Comprehensive understanding of holistic financial advice, including superannuation, retirement planning, insurance, SMSF, tax strategies, product replacement, gearing, social security, and wealth creation. Experience with SMA/MDA portfolios is ideal.
• Strong background as a Paraplanner, Advice Quality Reviewer, Technical Specialist, or Remediation Officer looking to work in a QA and coaching position.
• Proven ability to provide support and build relationships with advisers. Strong interpersonal skills to build rapport in a collaborative environment.
• A proactive attitude to identifying advice inefficiencies, coaching advisers, and maintaining high standards for the quality produced by our paraplanning team.
• High attention to detail & accuracy – you are the last individual before SOAs are released to our advisers.
• Prior experience with Xplan, Wealthsolver, XTOOLS+ CALM Modelling, Risk Researcher is welcome, but not essential.
• Exceptional written and verbal communication skills.

What We Offer:

• A QA/Education Focus: Transition out of the daily SOA writing grind and focus on quality assurance, and adviser development.
• Exposure to Relationship/Business Development Management: Work closely with the Licenced Channel and a national network of advice professionals.
• Collaborative Culture: A supportive, high-performing environment that values relationships, technical expertise and continuous learning.

About Akambo

Akambo is a Melbourne based advice firm focused on delivering holistic, tailored wealth management solutions. We authorise a network of advisers across Australia who rely on our paraplanning service, infrastructure, and processes to service their clients and scale and so this role has the potential to make a real point of difference in our commitment to excellence. 

What sets us apart is our client-first philosophy and our commitment to long-term relationships, exceptional service, and strong governance. We bring together advisers, investment professionals, and in-house specialists to ensure our clients feel confident and supported in achieving their financial goals.

This role offers exposure to a broad range of Advice and the opportunity to grow within a professional, collaborative, and high-performing environment.

Outsource providers and those residing outside of Melbourne Victoria, please do not apply.

Ready to make your move? Click Apply and join a team where your skills matter.