_{14th April, 2026}

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
• Reviewing SOAs and ROAs 
• Reviewing/preparing 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
• Handling client enquiries and ad hoc tasks such as placing trades and TWAs

 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. Alternatively, the role would also suit a career paraplanner wishing to manage and work with a small outsourced paraplanning\CSO team.

 

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
• Are a Team player treating 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
• We are a mid term public accounting practice that is on a growth trajectory, and part of a significant national and international accounting firm network
• 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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