Senior Paraplanner

5 days ago


Bundall, Queensland, Australia Private Advertiser Full time $90,000 - $120,000 per year

We're a well-established financial planning business specialising in superannuation, insurance, and retirement strategies. We're looking for a Senior Paraplanner who's quick, detail-focused, and loves building strategies that make a real difference for clients.

What you'll do:

  • Prepare SOAs, ROAs, and financial modelling.
  • Use your Excel skills to create and test strategies.
  • Research products and support advisers with technical solutions.
  • Keep advice accurate, compliant, and client friendly.

What we're looking for:

  • 2+ years paraplanning experience.
  • Strong Excel and strategy skills.
  • Knowledge of super, insurance, and retirement planning.
  • Great attention to detail and a team-first mindset.
  • Financial planning qualifications (DFP/ADFP or similar).

What we offer:

  • Competitive salary + CPD and career development.
  • A supportive, friendly team culture.
  • Flexibility and work/life balance.
  • The chance to make a direct impact in a growing business.