_{15th July, 2025}

About the Role

We’re seeking a Senior Paraplanner to join our experienced team on a permanent basis. This role offers flexibility – we welcome both full-time and part-time applicants and offer adaptable hybrid working arrangements.
This is an exciting opportunity to work alongside passionate Financial Advisers who are committed to delivering high-quality, tailored wealth management solutions for individuals and businesses.
  
Your Focus
As a Senior Paraplanner, you’ll play a pivotal role in supporting our clients by preparing compliant and presentable Statements of Advice (SOAs) and Records of Advice (ROAs). Your responsibilities will include:
  

• Collaborating closely with Financial Planners to develop strategy and recommendations
• Preparing and reviewing SOAs and ROAs in a timely, well-presented manner
• Conducting financial modelling using Financial Planning Software
• Preparing for client meetings and implementing post-meeting actions
• Attending client meetings with Financial Planners and taking minutes
• Performing product research, comparisons, and data analysis for strategy formulation
• Managing workflow to meet service delivery standards
• Handling client enquiries and ad hoc tasks such as placing trades and TWAs
• Mentoring and supporting junior team members

 Your Path Forward:

We’re committed to your professional growth. This role offers a pathway to becoming an Associate Adviser, with structured support and mentoring to help you transition into client-facing responsibilities. You’ll receive guidance and resources towards professional development, including opportunities to contribute to thought leadership, attend industry events, training and engage with clients in meaningful ways.

You Have

• 3+ years’ experience in paraplanning, including drafting complex holistic advice
• A relevant Bachelor’s degree and either an Advanced Diploma in Financial Planning or RG146/FASEA compliance
• Experience implementing holistic advice
• Strong technical knowledge of Australian Superannuation and Taxation Rules, and financial planning compliance
• A deep 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 adapt quickly
• Maintain a positive outlook and 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 with flexible work arrangements and generous leave, including an Employee Assistance Program (EAP)
• We support continuous learning and career development through a structured framework and regular check-ins
• You’ll be empowered to shape the business, the work we do, and the impact we create
• Structured Career Growth
• Expect regular team socials, events, and space for connection

  
The Details

• Full-time or part-time
• Hybrid role with work-from-home flexibility
• Flexible start date

  
What’s Next

If this sounds like the perfect fit for you, click ‘Apply now’.
Please include a brief cover letter with your application.

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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