Associate/ Paraplanner

2 days ago

Melbourne, Victoria, Australia Profusion PAC Pty Ltd Full time $90,000 - $120,000 per year

Join a respected, wealth advisory firm who work closely with HNW clients to deliver tailored, high-touch advice.

We're seeking an Associate / Paraplanner to join the team. You'll work closely with the firm's advisers, actively contributing to client strategy and playing a hands on role in advice delivery.

Key Responsibilities

  • Collaborate with advisers on strategy design and client outcomes
  • Attend and contribute to client meetings and reviews
  • Prepare high-quality advice documents and implementation plans
  • Provide technical support across complex wealth, superannuation, and structuring strategies
  • Participate in investment discussions

About You

  • Strong technical knowledge and analytical mindset
  • Ideally 3+ years' experience in a paraplanning or associate capacity
  • Progressing towards or holding relevant financial planning qualifications
  • Genuine interest in holistic, client focused advice
  • Comfortable in a boutique, collaborative setting where initiative is valued

Why Join

  • Exposure to sophisticated HNW clients and complex strategies
  • Opportunity to learn directly from experienced advisers
  • Supportive, flexible, and trusting workplace culture

Click on the 'APPLY' button or contact Shauna on or email

We are committed to providing a supportive culture and positively contributing towards creating diverse and inclusive workplaces for our candidates & clients. We invite candidates of all ages, genders, sexual orientation, cultural backgrounds, people with disability, neurodiverse individuals, and Indigenous Australians to apply.

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