About the opportunity
We’re partnering with a highly respected, self-licensed financial services firm with 30+ years of success, and they’re looking for an experienced Senior Paraplanner to join their tight-knit Financial Planning team Based in Brisbane's north west.
You’ll be a vital part of a high-performing team where your insights, ideas, and input will shape not just advice, but processes, compliance, and workflows.

About the company
This firm has built a reputation on relationships with some clients being with them for decades. The Financial Planning team is a close-knit group within a larger business of 20+ professionals across Accounting and Financial Broking divisions.

About the role
In this role, you’ll work closely with the Financial Adviser and support staff to provide high-level, compliant, and strategic paraplanning support. This is not a client-facing role, but one where your technical skills, strategic thinking, and process improvement experience will come into use.

Key responsibilities:

• Preparing high-quality SOAs and ROAs for complex and varied clients
• Contributing to compliance review and quality control
• Helping design and improve internal workflows and systems
• Working closely with the adviser to deliver holistic, strategic advice
• Playing a key role in a small, collaborative team with autonomy to innovate
• Staying current with evolving tech

What We’re Looking For

• Extensive paraplanning experience (senior-level preferred)
• Strong technical knowledge across insurance and wealth accumulation
• Tech-savvy, agile, and comfortable suggesting better ways of doing things
• Confident, collaborative, and excited to take ownership of your work

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.