About the Firm
Located in the Southern Suburbs of Brisbane, this firm has built a strong reputation for delivering holistic financial planning services, including insurance, superannuation, and wealth management. With a supportive, friendly culture and a focus on professional excellence, they offer a workplace that values collaboration and client care.

The Role:
As a Senior Paraplanner, you will be an integral part of the financial planning team, working autonomously to support the Advisers by delivering high-quality financial strategies and documentation.

Key Responsibilities:

• Prepare comprehensive Statements of Advice (SOAs) and Records of Advice (ROAs).
• Conduct in-depth research and financial modelling to support recommendations.
• Collaborate with the Financial Advisers to ensure the best outcomes for clients.
• Work alongside a team of experienced Paraplanners in a professional yet friendly environment.

About You:

• 5+ years experience as a Paraplanner.
• Completed or working towards completing relevant qualifications in Financial Planning.
• Extensive experience as a Paraplanner, ideally in complex strategy development.
• Proficiency in Xplan is highly advantageous.
• Ability to work independently while being an active part of a close-knit team.
• Strong technical skills, analytical mindset, and attention to detail.

Benefits & Perks:

• Competitive salary package of $90k - $120k + super.
• Regular training opportunities and career development support.
• Work in a collaborative and social environment with a strong team culture.
• Monthly social events and a company-sponsored social club.
• Early finish on the last Friday of each month.
• On-site and additional off-street parking provided.

How to Apply
Click APPLY, or send your resume through to Scott Munro at [email protected]. Alternatively, reach out on 0468 496 046 for a confidential discussion.

Please note, only shortlisted candidates will be contacted.