About the role
We have partnered with a growing financial planning firm who are seeking an experienced Paraplanner to join their expanding team. You’ll support advisers and the operational team to deliver strategic, long-term solutions for clients, preparing and reviewing high-quality advice documents.

Key responsibilities

• Conduct research on investments, superannuation, insurance, income streams, and salary packaging
• Prepare insurance needs analyses and quotes using third-party platforms
• Draft simple, standard, and complex Statements of Advice (SOAs) and Records of Advice (ROAs)
• Perform peer review of advice documents for accuracy and compliance
• Build projections for super (including SMSFs), income streams, investments, social security, aged care, and debt reduction

Skills & Experience

• Ideally a tertiary qualification in Financial Planning
• Extensive paraplanning experience in a similar role
• Competent in financial planning software (Xplan or equivalent)
• Strong knowledge of SMSF, super, retirement income streams, insurance, investments, social security, tax, gearing, and aged care
• Excellent problem-solving, attention to detail, and interpersonal skills

Benefits

• Flexible work hours and patterns to support work-life balance
• Discretionary bonus linked to KPI achievement
• Career development support with training and guidance for growth
• Positive, supportive culture with wellbeing initiatives and team events
• Opportunity to work with a growing, collaborative, and high-performing team

About the company & culture
This independent financial planning firm has been operating for over 15 years and continues to grow across multiple locations. The team delivers holistic advice to a diverse client base, including high-net-worth and complex clients.

People enjoy working here because of the supportive, collaborative, and growth-driven environment, with a strong focus on staff development, innovation, and staff wellbeing.

How to apply
Click APPLY or contact Scott Munro on 0468 496 046 for a confidential discussion. You can also email your resume to [email protected].

Please note only shortlisted candidates will be contacted.