This is a well-established and respected accounting and financial services firm based in Toowoomba QLD. With deep roots in the community, they deliver holistic financial advice and accounting services to a loyal and diverse client base spanning regional businesses, primary producers, and private clients.

This is a rare opportunity to join a highly capable team in a regional setting that genuinely values work-life balance without compromising the quality or complexity of the work on offer. Whether you are an experienced Financial Planner looking for a change of pace, or a Paraplanner ready to step into client-facing responsibilities, this role can be shaped to suit your background and ambitions.

About the Role

Reporting to the firm's senior advisers, you will play a key role in delivering financial planning services to a broad client base. Depending on your experience level, you will either be supporting advice delivery through high-quality paraplanning work or managing your own client relationships from end to end.

The practice holds a strong reputation in the region and continues to grow. You will be walking into an established book with genuine long-term clients, supported by a collaborative team who take pride in what they do.

Key Responsibilities

- Prepare comprehensive Statements of Advice (SOAs) and Records of Advice (ROAs) across a range of strategic and product areas
- Conduct research and analysis to support client recommendations including investment, superannuation, insurance, and estate planning strategies




- Liaise with clients to gather information and support advice implementation
- Manage ongoing client relationships and review meetings (for those stepping into a planner capacity)
- Maintain accurate client records and ensure compliance with regulatory obligations
- Collaborate closely with the accounting team to deliver integrated client outcomes
- Stay current with legislative changes, product updates, and industry developments

Requirements

- Relevant tertiary qualifications in Financial Planning, Commerce, or a related discipline
- Completion of, or progress toward, FASEA education requirements (or equivalent under current standards)
- Experience in a financial planning or paraplanning role within an Australian practice
- Solid understanding of superannuation, investments, risk insurance, and personal advice obligations
- Proficiency with financial planning software (Xplan experience highly regarded)
- Robust written and verbal communication skills with the ability to explain complex concepts clearly
- A genuine interest in building long-term client relationships in a regional setting
- Above market salary package negotiable based on experience
- Genuine flexibility and a strong work-life balance culture
- Stable, community-connected firm with a loyal client base
- Collaborative team environment with experienced mentors on hand
- Support for ongoing professional development and licensing requirements
- Opportunity to grow into a senior planning role over time
- Toowoomba lifestyle: affordable living, great community, and no commute grind

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📌 Financial Planner or Paraplanner (Toowoomba)
🏢 MW Recruitment
📍 Toowoomba