Paraplanner - Financial Planning

At Nexia Melbourne, we don't just talk about potential — we nurture it, cultivate it and bring it to life. When you join our team, you'll work alongside talented professionals, gain exposure to diverse clients, and build a rewarding career in an environment that values growth and collaboration.

We're seeking a Senior Paraplanner to join our experienced team on a permanent basis. This role offers flexibility — we welcome both full-time and part-time applicants and provide adaptable hybrid working arrangements. You'll work alongside passionate Financial Advisers committed to delivering high-quality, tailored wealth management solutions for individuals and businesses.

About Nexia
We are a leading mid-tier accounting and advisory firm, part of the global Nexia network. Our people are at the heart of what we do, and we pride ourselves on fostering a supportive, inclusive and high-performing culture. Our passionate team of 90+ embodies a contemporary, bespoke, diverse and empathetic approach. We value innovation and appreciate the impact that kinship combined with strategic thinking can have on people, planet and profit.

The Opportunity
As a Senior Paraplanner, you'll play a pivotal role in supporting clients and advisers by preparing compliant and well-presented Statements of Advice (SOAs) and Records of Advice (ROAs). This role provides a pathway to Associate Adviser, with structured mentoring and professional development opportunities to help you transition into client-facing responsibilities.

In This Role You Will

• Collaborate with Financial Planners to develop strategies and recommendations
• Prepare and review SOAs and ROAs in a timely, accurate manner
• Conduct financial modelling using financial planning software
• Prepare for and attend client meetings, capturing and actioning minutes
• Perform product research, comparisons and data analysis for strategy formulation
• Manage workflow to meet service delivery standards and deadlines
• Handle client enquiries and ad hoc tasks such as trades and TWAs
• Mentor and support junior team members

What we offer:

• Competitive salary with flexible full-time or part-time arrangements
• Hybrid working model with work-from-home flexibility
• Structured career framework with clear pathways, including progression to Associate Adviser
• Continuous learning and professional development with mentoring and training
• Generous leave and wellbeing initiatives, including birthday leave and parental leave
• A vibrant office culture with regular team socials and events
• A competitive salary packages that reflect your skills and experience
• Recognition platform celebrating achievements with monthly awards and milestone celebrations
• Access to a confidential Employee Assistance Program (EAP) to support your wellbeing and provide guidance when you need it
• Support for CA/CPA or other postgraduate qualifications (study leave, exam leave, financial assistance)

What you'll bring:

• 3+ years' paraplanning experience, including drafting complex holistic advice
• A relevant bachelor's degree plus an Advanced Diploma in Financial Planning or RG146/FASEA compliance
• Experience implementing holistic advice across Super, Retirement, SMSFs, Investments, Gearing and Debt Reduction
• Strong technical knowledge of Australian Superannuation, Taxation Rules and compliance
• Excellent research, analysis and professional writing skills

You'll also:

• Have strong attention to detail and excellent communication skills
• Thrive in a collaborative environment and adapt quickly to change
• Bring a positive outlook and "can-do" attitude
• Treat colleagues and clients with kindness, empathy and respect

If you're ready to take the next step in your career and join a team that values growth, innovation and people, we'd love to hear from you Apply today and unlock your career potential with Nexia Melbourne.

Apply Now
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Nexia Melbourne – Unlock your career potential