Paraplanner

1 week ago

Brisbane, Queensland, Australia Melloy Independent Wealth Full time $80,000 - $120,000 per year

About the Business

Melloy Independent Wealth was established in February 2024. We are a boutique financial planning firm focused on helping high-net-worth clients on a fee-for-service basis. The firm exists to deliver high-quality advice that is always in the client's best interest, free from conflicts of interest or product provider influence.

About the role

You will be working as a paraplanner, providing direct support to the business owner and financial adviser. This is a part-time role of around three days per week. The salary range is $80,000 to $120,000 (full-time equivalent), and is based on skills and experience.

Some of the benefits of joining Melloy Independent Wealth

  • Hybrid working arrangement with up to 50% work from home (and potentially higher for high-performing employees)
  • Wellness allowance (gym, fitness, sports & social activities) up to $1,000 per year
  • Mental Healthallowance up to $1,000 per year
  • Private Health Insurance contribution up to $500 per year
  • Income Protection contributionup to $500 per year
  • Home workstation contribution up to $500 per year
  • Bonus structure for meeting expectations (1 - 5% of salary)
  • Bonus structure for high-performing employees (5% +)
  • Bonus of $100 when a new ongoing client is signed on.
  • Education allowance for high-performing employees.
  • Day off on your birthday (or the following Monday if it falls on a weekend)

The work environment

  • You will be reporting directly to a Financial Adviser who spent five years working as a paraplanner before becoming an adviser. He understands the role and the common frustrations paraplanners face
  • We believe that people perform at their best when they are well supported and given the opportunity to work in the way that suits them
  • We believe in creating a positive work environment where any issues or challenges are addressed privately in a constructive and supportive way, while success and achievements are acknowledged and celebrated openly
  • You will have the flexibility to set your own hours. If you want to start early and finish early, you can
  • Your performance will be assessed on an outcomes basis, not based on the amount of time you spend at your desk. If you can do what would usually take 8 hours in 6 hours, finish early

Key Responsibilities

  • Researching clients' existing superannuation, investment, insurance, and related arrangements
  • Preparing Statements of Advice (SOAs), Records of Advice (ROAs), and supporting documentation
  • Assisting with the implementation of advice strategies and liaising with providers
  • Maintaining accurate records and managing workflows
  • Ensuring compliance and quality standards are consistently met
  • Providing efficient support that allows me to focus on strategy and client relationships

To be successful in this role, you will have:

  • A positive and friendly personality, with a genuine desire to learn and grow.
  • The ability to multi-task, prioritise effectively, and manage your time
  • Minimum of 2 years experience working as a Paraplanner
  • Diploma of Financial Planning (RG146 compliant)
  • Strong knowledge of financial planning strategies and products
  • Problem-solving skills and attention to detail
  • Integrity and commitment to delivering quality advice documentation
  • Experience with financial planning software (Plutosoft is highly regarded)

Please apply online, providing your resume and supporting cover letter. Only short-listed candidates will be contacted for further information.

For more information, please visit our website at 

Applications from recruiters will not be considered. Interested candidates should apply directly.

  • Paraplanner

    1 week ago

    Brisbane, Queensland, Australia Melloy Independent Wealth= Full time $80,000 - $120,000 per year

    As a Paraplanner at Melloy Independent Wealth, you will provide support in preparing and implementing financial advice. This newly created role has come about due to business growth and offers the chance to work directly with Jon in a boutique, client-first environment. We are looking for someone who values integrity and who is motivated to contribute to the...

  • Paraplanner

    2 weeks ago

    Brisbane, Queensland, Australia Cdm Partners Full time

    OverviewPARAPLANNER OPPORTUNITY – CAREER ROLE IN A VALUES-DRIVEN FIRMAre you a skilled Paraplanner looking for a long-term career in a firm that values quality, integrity, and client-first service?Do you thrive in a supportive team where your expertise, attention to detail, and growth mindset are genuinely appreciated?This is your chance to join a...

  • Paraplanner

    2 weeks ago

    Brisbane, Queensland, Australia CDM Partners Full time

    OverviewPARAPLANNER OPPORTUNITY – CAREER ROLE IN A VALUES-DRIVEN FIRMAre you a skilled Paraplanner looking for a long-term career in a firm that values quality, integrity, and client-first service?Do you thrive in a supportive team where your expertise, attention to detail, and growth mindset are genuinely appreciated?This is your chance to join a...

  • Paraplanner

    2 weeks ago

    Brisbane, Queensland, Australia CDM Partners Full time

    OverviewPARAPLANNER OPPORTUNITY – CAREER ROLE IN A VALUES-DRIVEN FIRMAre you a skilled Paraplanner looking for a long-term career in a firm that values quality, integrity, and client-first service?Do you thrive in a supportive team where your expertise, attention to detail, and growth mindset are genuinely appreciated?This is your chance to join a...

  • Paraplanner

    1 week ago

    Brisbane, Queensland, Australia CDM Partners Full time $80,000 - $120,000 per year

    PARAPLANNER OPPORTUNITY – CAREER ROLE IN A VALUES-DRIVEN FIRMAre you a skilled Paraplanner looking for a long-term career in a firm that values quality, integrity, and client-first service?Do you thrive in a supportive team where your expertise, attention to detail, and growth mindset are genuinely appreciated?This is your chance to join a high-performing...

  • Paraplanner/ Senior Cso

    5 days ago

    Brisbane, Queensland, Australia At Full time

    Paraplanner/ Senior CSO - Wealth ManagementWe are a well-established, 100% privately owned, self-licensed, Brisbane CBD boutique wealth management firm.We have been providing financial advice to private clients and businesses for over forty years.We pride ourselves in having created a dynamic working culture, as well as a warm, 'people focused'...

  • Paraplanner/ Senior CSO

    2 weeks ago

    Brisbane, Queensland, Australia at Full time

    Paraplanner/ Senior CSO - Wealth Management We are a well-established, 100% privately owned, self-licensed, Brisbane CBD boutique wealth management firm. We have been providing financial advice to private clients and businesses for over forty years. We pride ourselves in having created a dynamic working culture, as well as a warm, 'people focused'...

  • Paraplanner/ Senior CSO

    2 weeks ago

    Brisbane, Queensland, Australia at Full time

    Paraplanner/ Senior CSO - Wealth ManagementWe are a well-established, 100% privately owned, self-licensed, Brisbane CBD boutique wealth management firm.We have been providing financial advice to private clients and businesses for over forty years.We pride ourselves in having created a dynamic working culture, as well as a warm, 'people focused'...

  • Senior Paraplanner Opportunity

    2 weeks ago

    Brisbane, Queensland, Australia beBeeholistic Full time $80,000 - $100,000

    Financial advisory professionals seeking a new challenge may be interested in this role as a senior paraplanner. About the Role:Support a team of financial advisers, working closely with them to review and enhance advice strategies.Conduct research, compare products, and create projections for plans, utilizing expertise in holistic advice.Responsibilities:

  • Paraplanner / Planning Support Officer

    2 weeks ago

    Brisbane, Queensland, Australia PictureWealth Full time

    OverviewJoin to apply for the Paraplanner / Planning Support Officer role at PictureWealth. We are seeking a skilled, qualified Paraplanner with a proven track record in the financial planning industry. You will be responsible for supporting our financial advisors in delivering high-quality advice and service to our clients. This role requires in-depth...