Paraplanner

Job Description

The Role:

We are looking for an experienced and detail-oriented Paraplanner to support Financial Advisers in delivering high-quality, compliant financial advice to Australian clients.

In this role, you will be responsible for preparing accurate and client-ready advice documentation in line with Australian regulatory standards. This position is suited for someone who understands paraplanning workflows, can work independently once trained, and is committed to building a long-term career in financial planning.

You will work closely with Financial Advisers and internal team members to ensure advice documentation is accurate, compliant, and ready for adviser sign-off.

Key responsibilities include:

Preparing Statements of Advice (SoA), Records of Advice (RoA), and Client Review documents in line with Australian financial advice regulations

Analysing client information, including personal and financial details, cash flow, net worth, superannuation, insurance needs, and investment portfolios

Conducting product research and comparisons across superannuation, investments, and insurance products

Translating adviser strategy notes into clear, structured, and compliant advice documents

Ensuring all advice documentation is accurate, well-presented, and ready for adviser review

Maintaining strict adherence to compliance, regulatory, and internal quality standards

Updating and maintaining client records accurately in CRM and financial planning systems such as Xplan or equivalent

Identifying errors, inconsistencies, or missing information and proactively flagging them to advisers

Supporting ongoing client reviews by updating financial data, refreshing projections, and preparing review packs

Assisting with post-advice implementation paperwork where required

Managing multiple advice files while maintaining consistency, accuracy, and attention to detail

Working independently once familiar with internal processes and expectations

Ideal Candidate

You have 2–3 years or more experience in a paraplanning role, preferably within Australian financial planning.

You have a strong understanding of paraplanning workflows and know what the role involves.

You are highly detail-oriented with a strong focus on accuracy and compliance.

You are able to “switch on” quickly and contribute with minimal ramp-up time.

You can work independently, manage multiple priorities, and meet deadlines consistently.

You have a professional attitude and are committed to a long-term career in financial planning.

You are not suited to this role if you are running side businesses, planning to start your own firm in the near term, or have unrealistic salary expectations not aligned with role scope.

The Offer:

Join a boutique wealth management trusted financial advisory firm supporting Australian clients with structured, compliant, and long-term financial planning solutions.

Become part of a professional and process-driven advisory environment where accuracy, quality, and compliance are genuinely valued.

Work closely with experienced Financial Advisers and gain deep exposure to Australian financial planning frameworks and best practices.

About Employer:

Our client is a well-established international financial advisory firm providing structured, compliant, and long-term financial planning solutions to clients in a developed market.

The firm works closely with individuals and businesses to deliver high-quality advice across areas such as wealth planning, investments, superannuation, and risk management. With a strong focus on compliance, process excellence, and client outcomes, the business operates in a process-driven and professional environment.

They are currently building and strengthening their India-based operations and paraplanning support team, offering team members the opportunity to gain exposure to global financial planning practices while working in a stable and growth-oriented setup.