AI Prompt Tech Paraplanner / Associate
Hatch
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
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
A Final Note: This is a role with FinTalkr not with Hatch.
- FinTalkr --
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
- ✅ 2+ years’ experience
- ✅ Strong understanding of
- ✅ Financial Services Insight
- ✅ Clear written communication
- ✅ Confident working independently
A Final Note: This is a role with FinTalkr not with Hatch.