Paraplanner

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.