Paraplanner

About the role

This role provides comprehensive technical and administrative support for financial advice processes, focusing on research, modelling, and document preparation to ensure accurate and compliant client recommendations. The role is responsible for overseeing and maintaining compliance across the organisation, ensuring that all processes, protocols, and advice documentation remain aligned with regulatory requirements at every stage of the advice process. You will need to communicate at an excellent standard with clients as well as product and service providers.

Key responsibilities

• Act as the central point of responsibility for compliance across the business

• Ensure all advice processes, workflows, and documentation adhere to current regulatory requirements

• Regularly review and update internal processes, templates, and protocols to maintain compliance

• Conduct compliance checks across the advice lifecycle (fact find → strategy → documentation → implementation → review)

• Identify, escalate, and help remediate compliance risks or breaches

• Prepare, review, and ensure the accuracy and compliance of all advice-related documents in accordance with industry standards and timeframes

• Conduct detailed financial modelling, projections, and scenario analysis

• Support strategic client recommendations and portfolio planning

• Conduct research into financial products, strategies, and client scenarios

• Manage processing of new and existing business and coordinate with external providers and stakeholders

About you

• Minimum 5+ years in paraplanning, compliance, or financial planning support

• Strong understanding of regulatory frameworks (e.g., FOFA, Best Interest Duty)

• Experience interpreting and applying compliance requirements

• Technical proficiency with Financial Planning Software (e.g., Xplan, Fin365, Voyant)

• Knowledge of Microsoft products including Microsoft 365

• Financial modelling and projections capability

• Investment & Superannuation Knowledge

• Risk Insurance Knowledge

• Tax (including Capital Gains Tax) awareness

• High attention to detail is essential

Benefits

• $120,000 + Super + Bonus (if KPIs are accomplished)

• Flexible and negotiable work arrangements post probation