_{05th June, 2025}

About the Firm

Our client is a respected boutique financial planning practice known for delivering high-quality, timely advice and building long-term, trusted client relationships. Their success lies in their ability to adapt in a dynamic regulatory and market environment while maintaining a deeply personalised, high-touch service model. Their purpose is clear:  allowing their clients to act with confidence in their financial lives, protect their legacy, and thrive on their own terms. They do this by offering truly independent advice that’s personal, practical, and joined-up — across financial strategy, investments, tax, and aged care. 

As the firm continues to grow, they are seeking a passionate and experienced professional to play a key role in bridging advice strategy with flawless execution.

About the Role

This newly created role is perfect for a senior paraplanner, practice manager or technical specialist ready to step into a broader, more influential position. You’ll act as the vital link between the Principal Adviser and the support team, ensuring the advice process is seamless, compliant, and client-focused from start to finish.

You'll be involved in strategic planning, quality control, process improvement, and the mentoring of junior team members – all while ensuring the client experience remains exceptional.

Key responsibilities include:

• Oversee the end-to-end preparation of high-quality, compliant advice documents in collaboration with the Principal Adviser
• Lead and enhance the client onboarding experience
• Keep the practice updated with the latest technical, legislative, and compliance changes
• Mentor, train and support the operations/advice team (up to 2 staff )
• Refine and implement operational systems and best practice frameworks
• Maintain the integrity and compliance of all advice documentation
• Contribute to the continuous improvement of processes and service delivery

  
About You

You're an experienced advice professional with a deep understanding of financial planning strategies and a keen interest in streamlining advice delivery. You enjoy working in a collaborative, client-focused environment and are ready to take the next step in your career.

You will bring:

• Strong knowledge of financial planning strategies and the end-to-end advice process
• Previous experience in paraplanning, compliance, practice management or technical roles
• Financial planning qualifications and a Bachelor’s degree (desirable)
• Excellent written and verbal communication skills
• High attention to detail and the ability to manage and prioritise competing tasks
• Project management and quality control capabilities
• Proficiency in business software and financial planning tools (Fin365, myProsperity, SharePoint, etc.)

  
Rewards and Benefits

• A unique opportunity to shape the delivery of advice within a high-performing boutique firm
• Ongoing professional development and mentoring from an experienced leadership team
• Hybrid working arrangements (CBD location + WFH flexibility)
• A supportive, collaborative team culture where outcomes and quality matter
• Competitive remuneration package commensurate with experience

  
Ready to take the lead in advice delivery and grow your impact?

If you believe you have the skills and experience to be successful in this role, please forward your resume to Deepa Surti

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