Paraplanner
2 weeks ago
Overview
Salary: $80K – $100K + Super (based on experience)
The Role
You'll be a key part of the advice process, providing technical and administrative support to advisers to deliver accurate, compliant, and tailored financial strategies.
From research and modelling to preparing advice documents, you'll ensure clients receive clear, well-structured, and timely advice.
Key Responsibilities
Prepare Statements of Advice (SOAs) and Records of Advice (ROAs) in line with compliance requirements
Conduct research and analysis on superannuation, insurance, investments, and retirement planning strategies
Liaise with advisers to clarify client objectives and develop tailored recommendations
Maintain accurate records and ensure all advice meets legislative and compliance standards
About You
Previous paraplanning experience within financial planning or wealth management
Strong technical knowledge across super, investments, insurance, and retirement planning
Excellent attention to detail and written communication skills
Relevant qualifications in financial planning or working towards completion
What We Offer
Supportive and collaborative team culture
Ongoing training and career development opportunities
Pathway to more senior technical or client-facing roles
Central Melbourne location, close to public transport
Melbourne, Victoria, Australia
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