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AI Prompt Tech Paraplanner / Associate

Hatch

Hatch

This job is no longer accepting applications

See open jobs at Hatch.See open jobs similar to "AI Prompt Tech Paraplanner / Associate" FinTech Australia.
Software Engineering, Data Science
Central Coast Council, NSW, Australia
Posted on Jun 15, 2025
This is a AI Prompt Tech Paraplanner / Associate role with FinTalkr based in Central Coast, NSW, AU

  • FinTalkr --

Role Seniority - junior, mid level

More about the AI Prompt Tech Paraplanner / Associate role at FinTalkr

AI Prompt Engineer/Paraplanner /Associate

Company: FinTalkr

Type: Full-time

Location: Hybrid – Central Coast or Sydney (NSW)

Level: Early-career to mid-level

Category: Financial Services, Technology, SaaS

About Us

Our AI-powered SaaS platform capture conversations, generate file notes, and automate admin — so they can focus on real conversations, not paperwork.

Founded by industry experts we are a leading fintech startups, we’re growing fast and looking for a financial services professional who’s ready to explore the world of AI and automation .

About The Role

This is a hybrid role ideal for a Paraplanner or Associate Adviser based on the Central Coast or Sydney who’s tech-savvy and curious about AI. You’ll help improve refining prompts, testing features, and supporting smarter workflows.

You don’t need to code — just bring your structured thinking, advice expertise, and curiosity .

What You’ll Do

Build and test AI prompts for file notes, SOAs, ROAs, and summaries

Help automate client onboarding and advice documentation

Support advisers with light tech troubleshooting

Translate advice scenarios into AI-readable formats

Collaborate with our product and development teams

Learn how to train and refine AI models for real-world use cases

What We’re Looking For

2+ years’ experience as a Paraplanner or Associate Adviser

Understanding of ASIC / AFSL compliance

Experience with Xplan , Midwinter, or similar platforms

Interest in technology, AI, or SaaS tools

Great writing and logical structuring skills

Able to work independently in a hybrid (Central Coast/Sydney) setup

Why Join Us

🏡 Work close to home – hybrid from Central Coast or Sydney

🎓 Learn AI and automation tools on the job

🤝 Work with a kind, forward-thinking team

🚀 Make an impact in a growing advice-tech company

🧠 Real career growth in fintech + innovation

Ready to Apply?

Send your CV or LinkedIn to info@fintalkr.com

Website: www.fintalkr.com

You don’t need to tick every box — just bring curiosity, initiative, and care for quality work.

Before we jump into the responsibilities of the role. No matter what you come in knowing, you’ll be learning new things all the time and the FinTalkr team will be there to support your growth.

🟢 Please consider applying even if you don't meet 100% of what’s outlined 🟢

Key Responsibilities

  • ✍️ Write and refine AI prompts
  • 🔄 Building automation workflows
  • 🔍 Enhancing user feedback loops
  • 🔄 Automate advice workflows
  • null Support advisers
  • 📊 Translate advice strategies
  • 💬 Collaborate with product and development teams
  • 🧠 Learn and grow with AI tools

Key Strengths

  • ✅ 2+ years’ experience
  • ✅ Strong understanding of
  • ✅ Financial Services Insight
  • ✅ Clear written communication
  • ✅ Confident working independently

Why FinTalkr is partnering with Hatch on this role. Hatch exists to level the playing field for people as they discover a career that’s right for them. So when you apply you have the chance to show more than just your resume.

A Final Note: This is a role with FinTalkr not with Hatch.

This job is no longer accepting applications

See open jobs at Hatch.See open jobs similar to "AI Prompt Tech Paraplanner / Associate" FinTech Australia.
See more open positions at Hatch
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