_{29th September, 2025}

At Nexia Melbourne, we don’t just talk about potential — we nurture it, cultivate it and bring it to life. When you join our team, you’ll work alongside talented professionals, gain exposure to diverse clients, and build a rewarding career in an environment that values growth and collaboration.

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 provide adaptable hybrid working arrangements. You’ll work alongside passionate Financial Advisers committed to delivering high-quality, tailored wealth management solutions for individuals and businesses.

About Nexia

We are a leading mid-tier accounting and advisory firm, part of the global Nexia network. Our people are at the heart of what we do, and we pride ourselves on fostering a supportive, inclusive and high-performing culture. Our passionate team of 90+ embodies a contemporary, bespoke, diverse and empathetic approach. We value innovation and appreciate the impact that kinship combined with strategic thinking can have on people, planet and profit.

The Opportunity

As a Senior Paraplanner, you’ll play a pivotal role in supporting clients and advisers by preparing compliant and well-presented Statements of Advice (SOAs) and Records of Advice (ROAs). This role provides a pathway to Associate Adviser, with structured mentoring and professional development opportunities to help you transition into client-facing responsibilities.

In this role you will:

• Collaborate with Financial Planners to develop strategies and recommendations
• Prepare and review SOAs and ROAs in a timely, accurate manner
• Conduct financial modelling using financial planning software
• Prepare for and attend client meetings, capturing and actioning minutes
• Perform product research, comparisons and data analysis for strategy formulation
• Manage workflow to meet service delivery standards and deadlines
• Handle client enquiries and ad hoc tasks such as trades and TWAs
• Mentor and support junior team members

What we offer:

• Competitive salary with flexible full-time or part-time arrangements
• Hybrid working model with work-from-home flexibility
• Structured career framework with clear pathways, including progression to Associate Adviser
• Continuous learning and professional development with mentoring and training
• Generous leave and wellbeing initiatives, including birthday leave and parental leave
• A vibrant office culture with regular team socials and events
• A competitive salary packages that reflect your skills and experience
• Recognition platform celebrating achievements with monthly awards and milestone celebrations
• Access to a confidential Employee Assistance Program (EAP) to support your wellbeing and provide guidance when you need it
• Support for CA/CPA or other postgraduate qualifications (study leave, exam leave, financial assistance)

What you’ll bring:

• 3+ years’ paraplanning experience, including drafting complex holistic advice
• A relevant bachelor’s degree plus an Advanced Diploma in Financial Planning or RG146/FASEA compliance
• Experience implementing holistic advice across Super, Retirement, SMSFs, Investments, Gearing and Debt Reduction
• Strong technical knowledge of Australian Superannuation, Taxation Rules and compliance
• Excellent research, analysis and professional writing skills

You’ll also:

• Have strong attention to detail and excellent communication skills
• Thrive in a collaborative environment and adapt quickly to change
• Bring a positive outlook and “can-do” attitude
• Treat colleagues and clients with kindness, empathy and respect

If you’re ready to take the next step in your career and join a team that values growth, innovation and people, we’d love to hear from you! Apply today and unlock your career potential with Nexia Melbourne.
  
Apply Now!
  
For more information, visit nexia.com.au or contact us at careers@nexiamelbourne.com.au.
  
Nexia Melbourne – Unlock your career potential

Apply For Job