About Prospa Financial

Prospa Financial is a long-standing, boutique financial advisory firm based in Melbourne, proudly serving over 350 ongoing fee-paying clients. We provide tailored, client-first advice to help individuals and families build wealth with purpose. As a business that has thrived on trust, expertise, and genuine relationships, we’re excited to expand our team with a dynamic professional who values both technical precision and client connection.

The Opportunity

We are seeking an experienced Paraplanner who’s ready to evolve into a hybrid role that includes Associate Adviser responsibilities. This is a fantastic opportunity for someone looking to move beyond traditional paraplanning, get involved in client strategy, and step into the advice space alongside seasoned Advisers.

Key Responsibilities

Paraplanning Duties:

Prepare and manage paraplanning requests for yourself and for our Senior Paraplanner, supporting the development of high-quality Statements of Advice (SOAs).

Produce SOAs and Records of Advice (ROAs) in areas such as superannuation, retirement planning, insurance, and investment strategy.

Ensure all documents are compliant, clear, and tailored to client objectives.

Collaborate closely with the advisory team to develop financial strategies and technical solutions.

Conduct strategy modelling, research and comparisons on platforms and insurance products.

Associate Adviser Duties:

Attend client meetings with Advisers, assist in note-taking, follow-up actions, and preparation of client-facing materials.

Support Advisers in the preparation of initial meetings by gathering background data and analysis.

Assist with ongoing client service and communication as needed.

Contribute to the overall client experience through proactive involvement in their financial journey.

Tools & Systems You'll Use

Xplan – for Statement of Advice production

AdviserLogic – CRM for managing client relationships

MyProsperity – for digital fact finding and client onboarding

What We’re Looking For

Minimum 2 years of paraplanning experience in a financial advisory setting.

Ability to work independently and manage multiple paraplanning requests at once.

Strong understanding of the financial advice process and strategy development.

High level of written communication skills and attention to detail.

Experience working with Xplan is essential.

A Diploma of Financial Planning or equivalent is preferred but not mandatory—more important is your mindset, curiosity, and commitment to quality advice.

Why Join Us?

Join a well-established firm that values collaboration, integrity, and growth.

Work closely with experienced Advisers who enjoy mentoring and supporting career progression.

Gain hands-on experience across both paraplanning and client strategy.

Hybrid working arrangements that promote flexibility and balance.

Regular team development sessions and learning opportunities.

Apply Now

If you’re a motivated financial planning professional looking for more than just a back-office role—and ready to step into the advice world—this is your opportunity.

Submit your resume and a brief cover letter outlining why you’d be a great fit for the team.

Prospa Financial is committed to providing a diverse and inclusive workplace. We encourage candidates from all backgrounds to apply.