Paraplanner/ Sr. Paraplanner

3 days ago

Brisbane, Queensland, Australia Horsey Jameson Bird Full time $90,000 - $120,000 per year

About Us:

We are a leading boutique financial advice practice established in 1982 holding an Australian Financial Services Licence (AFSL). We provide tailored financial advice to a diverse client base, specializing in investment management, retirement & estate planning, and risk management. Additionally, we are a Registered Tax Agent with a Managed Account established in 2018.

Our Vision:

We possess a clear vision for our future and a defined purpose for our existence. Our practice operates on well-articulated core philosophies that drive us forward, with strong values deeply embedded in our culture and commitment to client outcomes.

Our Values:

  • Excellence
  • New Thinking
  • Team Spirit
  • Longstanding Client Relationships
  • Integrity & Trust
  • 100% Client Focused

Paraplanner Responsibilities:

  • Work closely with our Paraplanners and Financial Advisors to be guided on appropriate strategies.
  • Preparing detailed compliant Statements of Advice (SOA) in line with AFSL requirements.
  • Stay abreast of, and adapt to, changes in regulations and compliance.
  • A minimum of 2 years paraplanning experience.
  • Strong working knowledge of XPLAN.
  • Excellent written communication skills.
  • Attention to detail with a pride in your work.
  • Building and maintaining strong, long-term collegial relationships with internal staff and peers, offering them ongoing advice and support.
  • Monitoring financial products and regulatory changes to provide up-to-date advice.
  • Collaborating with other colleagues (advisers, admin, management) to ensure holistic advice.
  • Attending networking and industry events to stay connected with the financial planning community to further develop skills and knowledge.
  • Overseeing financial administration tasks, including compliance, document preparation, and account management.

Key Attributes:

  • Technical Expertise: Extensive knowledge of superannuation, investment vehicles, retirement planning, and Australian tax laws.
  • Strong Communication Skills: The ability to clearly explain complex financial concepts.
  • Regulatory Knowledge: A solid understanding of Australian financial regulations, including compliance with the Corporations Act, Financial Planners and Advisers Code of Ethics, and adherence to AFSL standards.
  • Analytical Skills: Strong ability to analyse financial markets and economic conditions to formulate and adapt strategies.
  • Problem-Solving Skills: Ability to offer creative solutions to complex financial problems.

Qualifications & Experience:

  • A minimum of 2+ years' experience in paraplanning roles in Australia.
  • Credible knowledge of Australian taxation, superannuation, and estate planning.
  • Experience working with high-net-worth individuals is highly desirable.

What We Offer:

  • A competitive salary package with performance incentives and bonuses.
  • A supportive, client-first culture with a focus on professional development.
  • Opportunity to work with a boutique team offering personalized client service.
  • Ongoing education and industry training to support career growth.
  • Potential to work-from-home upon approval.
  • Leadership and career progression opportunities for senior financial advisers.

Are you up for the challenge? If this sounds like you, please apply now

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