Paraplanner Team leader

4 days ago

Sydney, New South Wales, Australia Cartwright Jones Pty Ltd Full time $120,000 - $150,000 per year

Are you a technical expert in financial planning looking for a leadership role with a nationally recognised wealth management firm? Step into a key position where you will lead, coach, and innovate, driving technical excellence and shaping the future of advice within a well-established, high-performing business.

About the Business:

Join a leading national wealth management firm with a reputation for excellence. With over 100 employees, this firm provides comprehensive financial services. This is a business that truly invests in its people, offering structured career development, mentorship, and a clear pathway for growth into senior leadership.

Why You'll Love This Role:

  • Lead & Inspire – Manage and mentor a team of highly skilled paraplanners, fostering a culture of excellence.
  • Be the Go-To Technical Expert – Provide advanced strategic advice, develop financial solutions, and train advisers on complex financial strategies.
  • Shape the Future of Advice – Oversee and improve advice templates, compliance frameworks, and process efficiencies.
  • Work with a High-Performing Team – Collaborate with top-tier advisers in a corporate environment that values expertise and innovation.

What We're Looking For:

  • Proven experience in paraplanning and technical strategy within financial planning.
  • Strong leadership and coaching skills with a passion for developing teams.
  • Expert XPLAN knowledge – system development, user management, and process automation.
  • A deep understanding of compliance, regulations, and best practices in financial advice.
  • A proactive, solutions-driven approach to optimizing advice processes.

The Offer:

  • $140,000 – $150,000 + Super + 10% Bonus
  • 2 days WFH
  • Coaching and career development

This is more than a paraplanning role – it's a career-defining leadership opportunity with a firm that invests in your growth.

Apply now or reach out for a confidential discussion and call James on

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