Paraplanner

About the firm
Our client is based in Varsity Lakes and are renowned for delivering innovative, long-term financial solutions with passion and empathy. They foster a positive work environment where innovation and collaboration are celebrated.

One of the key highlights of joining this team is their low staff turnover, which reflects the company's commitment to employee satisfaction and retention.
This supportive environment not only nurtures professional growth but also ensures a healthy work-life balance. With clear career development opportunities, you’ll have the support to reach your full potential.

About the role
As a Paraplanner, you’ll play a critical role in delivering high-quality client service by preparing comprehensive financial strategies and advice documents. You’ll work closely with advisers and the broader operational team to ensure technical accuracy, compliance, and client satisfaction.

This role offers an opportunity to contribute to a forward-thinking, client-focused firm that values innovation, teamwork, and professional growth.

Key responsibilities

• Conduct detailed research to develop tailored financial strategies for clients.
• Prepare accurate, compliant, and client-focused advice documents, including complex strategies.
• Peer review financial advice to ensure technical quality and compliance.
• Respond to adviser and client queries promptly and professionally.
• Create projections for superannuation (including SMSFs), income streams, investments, and aged care.
• Collaborate with team members to continuously improve client service delivery.

• Previous experience in a similar paraplanning role within a financial planning firm.
• Relevant tertiary qualifications are highly regarded. 
• Proficiency with Xplan tools such as Xtools+, Wealth Solver, and Risk Researcher.
• Exceptional attention to detail and problem-solving skills.
• A thorough understanding of SMSFs, superannuation, retirement income streams, investments, insurance, aged care, and tax.
• Strong interpersonal skills and the ability to work collaboratively within a team.

• Competitive Salary Package: Reflecting your skills, experience, and contributions.
• Professional Development Opportunities: Access to ongoing training, mentoring, and support for further qualifications.
• Positive Work Culture: A collaborative, inclusive environment that values innovation, teamwork, and employee care.
• Low Staff Turnover: Reflecting the organization’s dedication to employee satisfaction and retention.
• Career Growth Potential: Clear pathways to expand your expertise and progress within the organization.
• Health and Wellness Programs: Initiatives designed to support your physical and mental well-being.