Paraplanner – Elevate Your Career in a High-Performing Advice Firm

About Us

We’re not your average advice firm. We’re a cutting-edge financial services company that integrates the latest technology with expert knowledge to deliver truly comprehensive financial advice. Our mission? To transform our clients’ financial lives with strategic, high-impact solutions.

We’re looking for an experienced Paraplanner to join our growing team and be part of a collaborative environment where quality advice, efficiency, and innovation are at the core of what we do.

The Role

As a Paraplanner, you will play a crucial role in crafting high-quality financial advice documents that empower our clients and drive their financial success. Working alongside a team of expert Advisers and Associate Advisers, you’ll leverage your technical expertise and research skills to develop tailored strategies that make a real difference.

You’ll thrive in an environment where efficiency, compliance, and forward-thinking solutions come together to create industry-leading financial advice.

Your Key Responsibilities

• Collaborate with Advisers and Associate Advisers to craft high-quality, compliant Statements of Advice (SOAs) and other financial documents.
• Conduct research on financial products, legislation changes, and strategy options to enhance advice recommendations.
• Peer-review advice documents to ensure accuracy, compliance, and consistency.
• Undertake in-depth strategy analysis, including product comparisons, indicative quotes, and financial projections.
• Stay ahead of industry developments to ensure our advice strategies remain cutting-edge.
• Manage multiple workflows efficiently, ensuring deadlines and service standards are met.

What’s in It for You?

• A High-Performance Culture – Join a team that values collaboration, innovation, and excellence.
• Competitive Salary Package – Be rewarded for your expertise and contribution.
• Hybrid Work Model – Enjoy a flexible mix of office and remote work.
• Prime Location – Work in a modern, well-equipped office in Richmond.
• Professional Growth – Ongoing development opportunities to expand your knowledge and skill set.

What We’re Looking For

• Strong knowledge of financial planning strategies, including Investments, Superannuation, and Retirement Planning.
• Exposure to SMSFs, Aged Care, Gearing, and Social Security (highly regarded).
• Minimum 2 years of experience in a paraplanning role.
• Relevant qualifications (Degree in Business, Economics, Commerce, or Diploma of Financial Planning).
• Strong understanding of Xplan, including Risk Researcher, WealthSolver, and CALM.
• High attention to detail with exceptional written and verbal communication skills.
• Ability to work efficiently in a fast-paced, team-oriented environment.

Ready to Make an Impact?

If you’re looking for a dynamic, technology-driven advice firm where you can grow and contribute to making a real difference in clients’ financial lives, we’d love to hear from you.

Apply today and take the next step in your paraplanning career!