Paraplanner

The Job:

We are looking for an experienced and detail-orientedParaplanner to joinand support Financial Advisers in delivering high-quality, compliant financial advice to Australian clients.

In this role, you will be responsible for preparing accurate and client-ready advice documentation in line with Australian regulatory standards. This position is suited for someone who understands paraplanning workflows, can work independently once trained, and is committed to building a long-term career in financial planning.

You will work closely with Financial Advisers and internal team members to ensure advice documentation is accurate, compliant, and ready for adviser sign-off.

Key responsibilities include:

• Preparing Statements of Advice (SoA), Records of Advice (RoA), and Client Review documents in line with Australian financial advice regulations
• Analysing client information, including personal and financial details, cash flow, net worth, superannuation, insurance needs, and investment portfolios
• Conducting product research and comparisons across superannuation, investments, and insurance products
• Translating adviser strategy notes into clear, structured, and compliant advice documents
• Ensuring all advice documentation is accurate, well-presented, and ready for adviser review
• Maintaining strict adherence to compliance, regulatory, and internal quality standards
• Updating and maintaining client records accurately in CRM and financial planning systems such as Xplan or equivalent
• Identifying errors, inconsistencies, or missing information and proactively flagging them to advisers
• Supporting ongoing client reviews by updating financial data, refreshing projections, and preparing review packs
• Assisting with post-advice implementation paperwork where required
• Managing multiple advice files while maintaining consistency, accuracy, and attention to detail
• Working independently once familiar with internal processes and expectations

Ideal Candidate

• You have23 years or more experience in a paraplanning role, preferably within Australian financial planning.
• You have a strong understanding of paraplanning workflows and know what the role involves.
• You are highly detail-oriented with a strong focus on accuracy and compliance.
• You are switched on and can quickly contribute with minimal ramp-up time
• You can work independently, manage multiple priorities, and meet deadlines consistently.
• You have a professional attitude and are committed to a long-term career in financial planning.

The Offer:

• Join a trusted financial advisory firm supporting Australian clients with structured, compliant, and long-term financial planning solutions.
• Become part of a professional and process-driven advisory environment where accuracy, quality, and compliance are genuinely valued.
• Work closely with experienced Financial Advisers and gain deep exposure to Australian financial planning frameworks and best practices.