_{15th July, 2025}

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
• Prepare and review SOAs and ROAs in a timely and well-presented manner for adviser’s review
• Reviewing/preparing relevant financial modelling for clients using Financial Planning Software
• New & existing client meeting preparation and implementation of post meeting actions
• Attend Client Meetings with the Financial planners and minute taking
• Conduct Product Research/comparison and analyse data for strategy formulation
• Manage Workflow to meet service delivery standards
• Managing existing Client enquiries and attending to other ad hoc tasks such as Placing Trades, TWAs
• Assisting and mentoring junior team members

  
 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 holistic 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, 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
• Hybrid role with working from home flexibility
• Start date 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.

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