Senior Paraplanner

At GL Financial Planning, we are passionate about helping clients achieve financial freedom and security. We deliver tailored financial strategies with a strong focus on quality, and exceptional client service. As a growing and dynamic financial planning practice, we provide a supportive environment where our team members can thrive, develop, and make a real impact.

We are seeking a highly skilled Paraplanner with 5+ years of experience to join our team. This is a fantastic opportunity to work alongside senior advisers, play a key role in developing complex strategies and contribute to the ongoing success of our clients and business.

• Minimum 5 years' paraplanning experience in a financial planning practice.
• Strong technical knowledge across superannuation, wealth creation, retirement planning, and insurance.
• Experience with XPLAN financial planning software.
• Formal Education desired but not mandatory
• Excellent written and verbal communication skills, with great attention to detail.
• A proactive, team-oriented professional who can work independently and manage competing priorities.

• Competitive salary package, reflective of your experience.
• Join a supportive team where knowledge-sharing and teamwork are valued.
• Ongoing training, mentoring, and career development opportunities.
• Work on complex superannuation, investment, insurance, and retirement planning cases to keep you engaged in your role.
• Work with modern financial planning tools, software, and processes to streamline advice and enhance client service.
• Continuously adapt paraplanning processes and advice documentation to align with the evolving financial planning and compliance landscape, ensuring the role remains a pivotal part of high-quality client service.

If you are an experienced paraplanner who is passionate about financial planning and looking for your next career opportunity, we'd love to hear from you.