Company Overview
Join a large, well-established accounting and wealth management firm that prides itself on delivering tailored strategic and investment advice. The practice is self-licensed, offering autonomy and flexibility while maintaining a robust reputation for excellence.

Role Overview As a Paraplanner you will play a key role in supporting the advice team with strategy construction and research. This position is based in Melbourne’s Eastern Suburbs and offers the prospect to work closely with advisers and leadership in a collaborative environment.

Key Responsibilities:
Assist advisers with the development of financial advice strategies
Prepare research documents and model scenarios.
Liaise with the support team and advisers to ensure smooth execution
Maintain compliance standards

Skills & Experience
Strong attention to detail and organizational skills
Ability to manage multiple tasks and deadlines




Excellent communication and client relationship skills
Familiarity with financial planning processes and compliance
Proficiency in Microsoft Office and CRM systems

What’s on Offer
Free daily lunches
Paid income protection and qualified memberships
Supportive, inclusive culture with career development opportunities

Click ‘APPLY’ or contact Shauna Callaghan at [email protected] .

We are committed to providing a supportive culture and positively contributing towards creating diverse and inclusive workplaces for our candidates & clients. We invite candidates of all ages, genders, sexual orientation, cultural backgrounds, people with disability, neurodiverse individuals, and Indigenous Australians to apply.

📌 Paraplanner Melbourne (Australia)
🏢 Profusion Group
📍 Australia