About Us We are a professional financial advisory firm providing holistic wealth management and financial planning solutions to individuals, families, and business owners across Australia. We are committed to delivering high-quality advice, strong compliance standards, and long-term client relationships. About the RoleWe are seeking an experienced Senior Paraplanner to manage the end-to-end financial advice process, from adviser handover through to advice preparation, implementation coordination, and ongoing review readiness. This is a senior technical and operational role combining paraplanning, client strategy (CSO support), implementation coordination, and workflow ownership. You will also contribute to strengthening our advice frameworks, templates, and back-end processes to support scalable and consistent advice delivery. This role is suited to a senior paraplanning professional who enjoys both technical advice work and end-to-end client case ownership. Key ResponsibilitiesManage the end-to-end advice process from adviser handover through to implementation and review readinessPrepare Statements of Advice (SOAs), Records of Advice (ROAs), and technical strategy papersDevelop financial strategies across superannuation, investments, insurance, retirement planning, tax-effective planning, and wealth accumulationSupport advisers with complex case design, modelling, and strategy development (CSO support)Coordinate implementation activities including platforms, insurance applications, and third-party liaisonMaintain accurate client records, CRM documentation, and workflow trackingEnsure all advice meets ASIC compliance and internal standardsMonitor workflows to ensure timely delivery and efficient case progressionContribute to improvements in advice processes, templates, and internal frameworks Key RequirementsDegree in Financial Planning, Commerce, Finance, or related field (preferred)RG146 compliant or working towards meeting applicable financial services education requirementsMinimum 5 years’ experience in paraplanning, client strategy, or technical financial planning rolesStrong experience preparing complex SOAs and ROAsSolid understanding of Australian financial advice regulations and ASIC compliance requirementsExperience supporting advisers with strategy development and financial modellingExposure to end-to-end advice processes and implementation coordinationStrong technical knowledge across superannuation, investments, insurance, and retirement planningExcellent analytical, written communication, and problem-solving skillsAbility to manage multiple priorities in a fast-paced environment What We OfferSenior-level role with end-to-end advice ownershipExposure to complex client strategies and holistic financial planningOpportunity to contribute to advice process design and operational improvementCollaborative and professional working environment Working RightsApplicants must have full Australian working rights. Visa sponsorship is not available for this role. ApplyIf you are an experienced paraplanner or financial planning professional seeking a senior role with end-to-end responsibility, strategy involvement, and exposure to complex advice work, we encourage you to apply. Please submit your resume outlining your relevant experience.
