01st May, 2025
About us:
We’re Nexia Melbourne - a member of one the world’s leading global advisory, tax and audit networks. When you join us, you’ll become part of a team united by a clear mission: to connect people with their true potential.
What excites us is your success, because we get to grow alongside you. And while we’re in the business of financial services, accountancy and advice, we’re actually in the business of people. Because when great people are aligned, great things happen.
We have created the kind of financial services and accountancy firm that we would want to work with. Our passionate team of 90+ embodies a contemporary, bespoke, diverse and innately empathetic approach. We value innovation and appreciate the impact that kinship combined with strategic thinking can have on people, planet, and profit.
About the role:
We are looking for a Senior Paraplanner to join our experienced team remotely. This role offers flexibility – we are open to both full-time and part-time.
This is an exciting opportunity to work alongside passionate Financial Advisers dedicated to delivering high quality, tailored wealth management solutions for individuals and businesses.
Your Focus:
As a Senior Paraplanner, you will play a crucial role in supporting our clients by preparing compliant and presentable Statements of Advice and Records of Advice. Your duties include:
- Working closely with the Financial Planners to develop strategy and recommendations
- Preparing SOAs and ROAs in a timely and well-presented manner for review
- Reviewing/preparing relevant financial modelling for clients using Financial Planning Software
- New Client meeting preparation and review, and implementation of post meeting actions
- Attend client meetings with the Financial Planners and take meeting minutes
- Conduct Product Research/Comparison and analyse data for strategy formulation
- Manage Workflow to meet service delivery standards
- Assisting and mentoring junior team members
- Managing existing client enquiries and attending to other ad hoc tasks such as placing trades, TWAs
You have: - 3+ years’ experience in paraplanning including drafting complex wholistic advice
- Relevant Bachelor’s degree; and
- Advanced Diploma in Financial Panning or RG146/FASEA compliance
- Experience with implementing wholistic advice
- Strong technical knowledge of Australian Superannuation and Taxation Rules and of Financial Planning Compliance
- An in-depth understanding of complex strategies including Super, Retirement SMSFs, Investment, Gearing and Debt reduction
You also: - Have strong attention to detail and excellent communication skills
- Thrive in a collaborative environment and willing to learn/adapt quickly
- Have the ability to maintain a positive outlook coupled with a “can-do” attitude
- Treat others with kindness, empathy and respect
Why us: - We value your skills, experience and diverse perspectives.
- We prioritise well-being offering a flexible work environment, and generous leave catering for inclusivity and intentional care, including an employee assistance program (EAP).
- You’ll be encouraged to continuously learn and grow, supported by career framework and frequent check-ins with your team.
- You’ll be empowered to shape the business, the work we do and the impact we create.
- Expect regular team socials, events and space for connection.
The details: - Full-time or part-time
- Fully remote
- Start date will ideally be around May/June but we’re flexible
What’s next:If this sounds like the perfect fit for you, click ‘Apply now’.
Please include a brief cover letter with your application.
Accessibility:Need adjustments during the hiring process? Let us know!
If you’re interested in this role but don’t feel that you match every single one of our requirements, we would still love to hear from you, to explore the unique skill-set and attributes that you can bring to our team.
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