• Fast-growing leader in the financial advice space
• Collaborative, purpose-driven culture
• Flexibility to support work-life balance
• Strong remuneration package
• Career development opportunities (on both the advice and strategy sides)

Northeast Wealth are a passionate team helping our members to enjoy greater progress, stronger financial wellbeing, and better lives.

We partner with successful individuals and couples, helping them overcome financial challenges and seize opportunities so they can save time, worry less and live more. Our advice is comprehensive, holistic, and centred on helping people achieve their financial and personal goals.

The role:

We’re looking for a Senior Paraplanner who doesn’t just ‘process’ advice — but helps shape it. If you’re someone who thrives on technical strategy, loves working closely with peers and wants to grow your career in a supportive, innovative firm, this role is for you.

You’ll play a key role in the development and delivery of advice, contributing to strategy formulation across a wide range of scenarios. This is a great opportunity for someone who enjoys having a voice in the advice process, not just executing directives.

Your responsibilities will include:

• Collaborating with Advisors to develop strategies aligned to member goals and circumstances
• Drafting high-quality, tailored advice documents including SOAs and RoAs
• Participating in strategy meetings and providing technical input to advice discussions
• Ensuring advice meets compliance standards and is clear, accurate, and engaging
• Assisting in the continuous improvement of our advice templates and processes
• Staying up-to-date with legislative changes, product updates, and technical insights

**Please note: this is a hybrid role with 2/3d per week at our office in Camberwell.**

Education and experience:

• Minimum 3 years of paraplanning experience in a holistic advice environment
• Strong technical skills across areas such as superannuation (incl. SMSFs), retirement planning, personal insurance, investments, and cashflow modelling
• Proven ability to contribute to advice strategy and liaise effectively with advisors
• Advanced experience with advice CRMs and modelling tools (XPLAN proficiency highly regarded)

Being upfront, we’re looking for more than just technical ability. The right fit will be someone who:

• Has a passion for advice strategy and helping people achieve financial clarity
• Enjoys thinking critically and collaborating with others to solve complex problems
• Is meticulous with detail and takes pride in delivering excellent work
• Thrives in a high-performing but down-to-earth team culture
• Wants to develop professionally and grow their influence within an advice team

At Northeast Wealth, we’ve built a comprehensive advice process and a tight-knit, fun-loving team that believes in doing great work and enjoying the ride. Our flexible working structure and ‘Flexi-time’ initiative allow you to balance work and life in a way that works for you.

If you’re ready to take the next step in your paraplanning career and contribute meaningfully within a growing business, we’d love to hear from you.

Want to know more about us? Head to: www.northeastwealth.com.au