Paraplanner - Banking and Financial Services

2 weeks ago

Brisbane, Queensland, Australia Macquarie Group Full time
Paraplanner - Banking and Financial Services

Join to apply for the Paraplanner - Banking and Financial Services role at Macquarie Group

Paraplanner - Banking and Financial Services

1 week ago Be among the first 25 applicants

Join to apply for the Paraplanner - Banking and Financial Services role at Macquarie Group

Our Paraplanning team plays a vital role in supporting bankers by preparing high-quality, compliant, and strategically accurate advice documents. By collaborating with various stakeholders and ensuring adherence to compliance standards, we deliver tailored financial solutions that meet client needs and regulatory requirements.

At Macquarie, our advantage is bringing together diverse people and empowering them to shape all kinds of possibilities. We are a global financial services group operating in 31 markets and with 56 years of unbroken profitability. You'll be part of a friendly and supportive team where everyone - no matter what role - contributes ideas and drives outcomes.

What role will you play?

As a Paraplanner, you will be responsible for preparing accurate and compliant advice documents, such as Statements of Advice (SoAs) and Wholesale Advice Documents (WADs), tailored to meet client goals and objectives. You will collaborate closely with Bankers and internal stakeholders to refine recommendations, conduct detailed financial calculations, and ensure all advice aligns with compliance standards. Your role will also include reviewing advice submissions, maintaining detailed records, and providing coaching to Bankers on documentation standards. Additionally, you will manage your workload to meet service level agreements and escalate any compliance or process inefficiencies as needed.

What You Offer

  • Strong understanding of financial planning principles, investment strategies, and regulatory requirements, with expertise in financial planning software such as XPLAN
  • High attention to detail, with proven ability to draft accurate advice documents and perform precise financial calculations
  • Excellent communication skills to engage effectively with stakeholders and articulate advice recommendations clearly
  • Strong organisational skills, with the ability to manage multiple priorities and maintain detailed records to ensure compliance
  • A proactive and collaborative approach, with the ability to provide coaching and guidance to team members and stakeholders.

We love hearing from anyone inspired to build a better future with us, if you're excited about the role or working at Macquarie we encourage you to apply.

About Banking and Financial Services

Banking and Financial Services is our technology-driven retail bank. You will be part of a team that supports clients to achieve their full potential - whether that's buying a home, growing a business or investing to manage wealth.

Our commitment to diversity, equity and inclusion

We are committed to fostering a diverse, equitable and inclusive workplace. We encourage people from all backgrounds to apply and welcome all identities, including race, ethnicity, cultural identity, nationality, gender (including gender identity or expression), age, sexual orientation, marital or partnership status, parental, caregiving or family status, family and domestic violence status, neurodiversity, religion or belief, disability, or socio-economic background. We welcome further discussions on how you can feel included and belong at Macquarie as you progress through our recruitment process. To learn more, contact our team by clicking here.

Our aim is to provide reasonable adjustments to individuals who may need support during the recruitment process and through working arrangements. If you require additional assistance, please let us know in the application process.Seniority level
  • Seniority levelEntry level
Employment type
  • Employment typeFull-time
Job function
  • Job functionFinance and Sales

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