Paraplanner, Zero Corporate B.S

2 weeks ago

Melbourne, Victoria, Australia Partners in Planning Full time $104,000 - $130,878 per year

Been there, done that with corporate finance? Looking for a gig where you can put your paraplanning skills to work without the stress, late nights, or grey suits? Then keep reading.

At Partners in Planning (PIP), we're a small but mighty team who mix professionalism with personality. Our clients love us because we keep things simple, clear, and (dare we say it) even a little fun.

What you'll be up to:

  • Preparing SOAs and advice docs (accuracy is your superpower)
  • Researching super, investments, and insurance ( not a lot ) strategies
  • Lodging applications, following up with providers, keeping things moving
  • Supporting advisers with compliance and making sure files are in top shape
  • Rolling with the day-to-day variety that comes with a boutique practice

You're our kind of person if you:

  • Have solid paraplanning experience
  • Are detail-driven but don't sweat the small stuff
  • Can work independently but enjoy being part of a fun, easy-going team
  • Want a role that respects your skills but also your life outside of work
  • Appreciate a good coffee, team lunches, and the occasional (more often than not) office banter

What you'll love about us:

  • Flexibility – 3 days a week, structured around you
  • A friendly, supportive culture (we laugh a lot more than we stress)
  • No hierarchy, no corporate red tape
  • Fun, relaxed office with the best coffee machine in Carnegie
  • Ongoing development if you want it – stability if you don't
  • Snacks, social events, and Wednesday team lunches (non-negotiable)

If you're an experienced paraplanner who's over the corporate grind and just wants a great place to work, PIP might just be your new home.

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