Paraplanning Specialist – Strategy-First Thinker Wanted

Are you obsessed with strategy? Love pulling apart the “what ifs”? Thrive in a high-energy, collaborative environment where the client’s goals drive everything?

Welcome to Burcheart – Sydney’s Award-Winning Holistic Financial Planning Practice, where we don’t just follow the rules; we rewrite them to build better lives for our clients.

We’re currently on the hunt for our next Paraplanner – our legendary senior paraplanner who's just stepped into his professional year. These are big shoes to fill, but if you’re up for the challenge, this is the role that will define your career.

About Us:

Burcheart is built on a strategy-first mindset, deep relationships, and a culture that actually walks the talk. Our team of three advisers, supported by a powerhouse back-office and outsourced SOA team, create customised financial strategies for clients across all life stages.

About You:

You’re hungry to learn. You challenge assumptions. You dream in Excel formulas and financial planning software tools. And most importantly, you care deeply about helping clients make confident, informed decisions.

What You’ll Do:

Dive deep into Burcheart’s unique advice methodology

Collaborate with a close-knit team (that’s got your back)

Create and model tailored strategies across cashflow, super, risk, SMSF, property and investments, retirement planning, aged care and estate planning

Use your cashflow mastery and lateral thinking to deliver out-of-the-box advice scenarios to help clients reach their goals

Embrace and contribute to our tech stack

Stay across industry rules, caps and the ever-evolving financial landscape

Write and develop Strategy Considerations and Statement of Advice documents

What We’re Looking For:

Critical - Minimum 2 years' experience in a paraplanning role

Strong knowledge of financial strategies including Investments, Superannuation, and Retirement Planning.

Exposure to SMSFs, Aged Care, Gearing, and Social Security (highly regarded).

Relevant qualifications (Degree in Business, Economics, Commerce, or Diploma of Financial Planning).

A paraplanner wanting to master your craft – or someone looking to step up into advice in the future

Plutosoft experience (highly regarded) or are a fast learner typically Xplan trained

Detail-obsessed and process-driven, but not afraid to shake things up

High attention to detail with exceptional written and verbal communication skills.

Ability to work efficiently in a fast-paced, team-oriented environment.

A team player who works hard and celebrates wins harder

Passionate about long-term client outcomes, not just ticking compliance boxes

What’s in It for You?

A High-Performance Culture – Join a team that values collaboration, innovation, and excellence.

A Competitive Salary Package – Be rewarded for your expertise and contribution.

Prime Location – Work in a modern, well-equipped office in Pitt Street, Sydney.

Professional Growth – Ongoing development opportunities to expand your knowledge and skill set.

Why Join Us?

We’re not just offering a job. We’re offering a career in a place that values smarts, integrity, curiosity and heart. You’ll learn from some of the industry’s best minds, contribute meaningfully from day one, and never be short on a challenge.