Paraplanner - Banking and Financial Services

4 days ago

Sydney, New South Wales, Australia Macquarie Bank Limited Full time
Paraplanner - Banking and Financial Services

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?

Press space or enter keys to toggle section visibility

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

Press space or enter keys to toggle section visibility

  • 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

Press space or enter keys to toggle section visibility

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

Press space or enter keys to toggle section visibility

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.

#J-18808-Ljbffr

  • Paraplanner - Banking and Financial Services

    2 days ago

    Sydney, New South Wales, Australia Macquarie Group Full time

    Paraplanner - Banking and Financial ServicesJoin to apply for the Paraplanner - Banking and Financial Services role at Macquarie GroupParaplanner - Banking and Financial Services3 days ago Be among the first 25 applicantsJoin to apply for the Paraplanner - Banking and Financial Services role at Macquarie GroupGet AI-powered advice on this job and more...

  • Paraplanner - Banking and Financial Services

    2 days ago

    Sydney, New South Wales, Australia Macquarie Group Full time

    Paraplanner - Banking and Financial ServicesJoin to apply for the Paraplanner - Banking and Financial Services role at Macquarie GroupParaplanner - Banking and Financial Services3 days ago Be among the first 25 applicantsJoin to apply for the Paraplanner - Banking and Financial Services role at Macquarie GroupGet AI-powered advice on this job and more...

  • Paraplanner - Banking and Financial Services

    4 days ago

    Sydney, New South Wales, Australia Macquarie Bank Limited Full time

    Paraplanner - Banking and Financial ServicesOur 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...

  • Senior Paraplanner

    3 days ago

    Sydney, New South Wales, Australia IIP Dealer Group Full time $90,000 - $120,000 per year

    Company DescriptionIIP Dealer Group is a progressive Australian Financial Planning Licensee offering expertise, compliance support, and scalable technology solutions to Corporate Authorised Representatives. Our services are designed to empower financial planners with the tools and knowledge they need to succeed. We are committed to providing high-quality...

  • Paraplanner Sydney

    1 week ago

    Sydney, New South Wales, Australia Hoxton Wealth Full time

    OverviewPosition: ParaplannerLocation: SydneyCompany Overview:Hoxton Wealth is a leading financial planning firm based in Sydney, Australia. We provide comprehensive financial advice and solutions to our clients, helping them achieve their financial goals and secure their future. Our team of experienced professionals is dedicated to providing personalized...

  • Paraplanner Sydney

    1 week ago

    Sydney, New South Wales, Australia Hoxton Wealth Full time

    OverviewPosition: ParaplannerLocation: SydneyCompany Overview:Hoxton Wealth is a leading financial planning firm based in Sydney, Australia. We provide comprehensive financial advice and solutions to our clients, helping them achieve their financial goals and secure their future. Our team of experienced professionals is dedicated to providing personalized...

  • Paraplanner Sydney

    3 days ago

    Sydney, New South Wales, Australia Hoxton Wealth Full time $80,000 - $120,000 per year

    Position: ParaplannerLocation: SydneyCompany Overview:Hoxton Wealth is a leading financial planning firm based in Sydney, Australia. We provide comprehensive financial advice and solutions to our clients, helping them achieve their financial goals and secure their future. Our team of experienced professionals is dedicated to providing personalized and...

  • Senior Financial Services Professional

    5 days ago

    Sydney, New South Wales, Australia beBeeFinancial Full time $90,000 - $120,000

    Paraplanner Job DescriptionOur client is a well-established financial services organization seeking experienced Paraplanners to join their team. The successful candidates will be responsible for preparing pre-approval documentation, providing accurate and timely suitability reports, and utilizing technology to produce solutions for clients.Key...

  • Expert Financial Planner Wanted

    4 days ago

    Sydney, New South Wales, Australia beBeeParaplanning Full time $80,000 - $120,000

    Paraplanner RoleWe are seeking a skilled Paraplanner to support our team in delivering high-quality, compliant advice documents to clients. The ideal candidate will have a strong understanding of financial planning principles and investment strategies, with expertise in financial planning software such as XPLAN.This is an excellent opportunity for someone...

  • Strategic Financial Planner

    6 hours ago

    Sydney, New South Wales, Australia beBeeFinance Full time $108,734 - $140,000

    Paraplanner Role OverviewWe are seeking a skilled Paraplanner to support our Banking and Financial Services team. As a key member, you will play a vital role in preparing high-quality advice documents.Main Responsibilities:Prepare accurate and compliant advice documents tailored to meet client goals and objectives.Collaborate closely with stakeholders to...