Paraplanner

Location: Eastern Suburbs, Melbourne
Employment Type: Part-time (Flexible)
Reports To: Principal Financial Adviser

About Jenbury Financial

Jenbury Financial is a boutique financial planning firm dedicated to empowering clients through education, empathy, and tailored financial strategies. We believe in delivering meaningful outcomes that enhance our clients’ financial well-being. As a small but highly client-focused firm, we are passionate about mentorship, professional growth, and fostering a supportive work environment.

The Opportunity

We are seeking a motivated and detail-oriented paraplanner who is passionate about supporting quality financial advice and is looking to build a long-term career in the financial planning profession. This role offers opportunities for ongoing development, learning, and career progression within a nurturing and professional environment.

If you thrive in a collaborative, client-focused setting and value education, empowerment, and positive outcomes, this could be the ideal role for you.

Key Responsibilities

• Prepare high-quality Statement of Advice (SOA) and Records of Advice (ROA).
• Conduct financial research and modelling to support tailored client strategies.
• Assist in client meetings, taking notes and supporting the adviser in developing strategies.
• Support implementation of investment, superannuation, insurance, and retirement planning recommendations.
• Ensure compliance standards are met across all advice documentation and processes.
• Assist in client portfolio reviews, strategy development, and preparation of reports.
• Help with client communication and engagement, contributing to a strong client experience.

What We’re Looking For

• Ambitious and growth-focused – You’re looking to grow within the financial advice profession and are keen to be supported in your development.
• Strong technical and analytical skills – Experience in paraplanning, financial research, or a related role is preferred.
• Empathetic & client-focused – You care about people and want to help clients navigate their financial decisions with confidence.
• Excellent communication and interpersonal skills – You enjoy building relationships and making complex concepts accessible.
• Detail-oriented and organised – You take pride in accuracy and efficiency.
• Proactive & self-driven – You take initiative, solve problems, and look for ways to contribute.
• Team player with an independent work ethic – You collaborate well but are confident working autonomously.
• Resilient & adaptable – You embrace learning and change with a solutions-focused mindset.
• Values-aligned – You connect with our core values of education, empowerment, empathy, systems, structure, and positive client outcomes.
• Committed to ongoing learning – You’re curious, open-minded, and eager to build your expertise.

Qualifications & Experience

• Degree in Financial Planning, Commerce, Business, or a related field (or working towards).
• Experience in paraplanning, client services, or financial services is highly regarded.
• Progress towards, or willingness to complete, FASEA requirements is beneficial.
• Proficiency in financial planning software (e.g., Xplan, Midwinter) is a plus but not essential.

Why Join Jenbury Financial?

• Mentorship & Career Development – Learn and grow with personalised support from an experienced and passionate financial adviser.
• Flexible Work Arrangements – Enjoy part-time hours with the ability to structure your work around life commitments.
• Impactful Work – Make a difference in the lives of clients by contributing to advice that is thoughtful, ethical, and empowering.
• Supportive & Collaborative Environment – Be part of a close-knit, purpose-driven team where your contribution is valued.

How to Apply

If you're excited about growing your career in a purpose-led financial planning firm and want to be part of a supportive, client-focused team, we’d love to hear from you.