Additional office locations

Brisbane, Sydney

Job ID

21998

Date

07-May-2026

Permanent - Full time,

• 5 + years extensive experience in a paraplanning role, with a strong background supporting complex financial advice for high‑net‑worth clients
• Advanced capability in XPLAN and experience using Salesforce, with confidence handling detailed financial data and modelling
• A strong understanding of financial planning principles, investment strategies and Australian regulatory requirements, with the ability to apply this knowledge in practice
• Exceptional attention to detail, with a proven track record of producing accurate, compliant and well‑structured advice documents
• Excellent communication and stakeholder engagement skills, with the confidence to collaborate effectively with senior professionals and contribute constructively to team outcomes.
  
• 5 + years extensive experience in a paraplanning role, with a strong background supporting complex financial advice for high‑net‑worth clients
• Advanced capability in XPLAN and experience using Salesforce, with confidence handling detailed financial data and modelling
• A strong understanding of financial planning principles, investment strategies and Australian regulatory requirements, with the ability to apply this knowledge in practice
• Exceptional attention to detail, with a proven track record of producing accurate, compliant and well‑structured advice documents
• Excellent communication and stakeholder engagement skills, with the confidence to collaborate effectively with senior professionals and contribute constructively to team outcomes.