An exceptional opportunity has arisen for a highly experienced Paraplanner to join one of Melbourne's most sophisticated boutique firms dedicated to provision of quality, highly comprehensive tailored advice to HNW families.
The opportunity now exists for a strategic paraplanner who possesses strong analytical and technical skills to produce quality, comprehensive and accurate SOAs as well as be seen as a technical go‐to for the advice team. You will be working hand in hand with the principal advisors, participating in client meetings and working through strategies collaboratively with the advisors.
For the right person, we are looking for:
Advanced paraplanning experience including production of quality complex SOAs, cashflow modelling and strategic planning
Experience across Superannuation, Insurance, Investments, Retirement, and more
High levels of initiative, accuracy, organisation and pro‐active work ethic
Advanced technology skills and experience in Xplan and Xtools+ highly desirable.
Desire to work closely and collaboratively with high performing advisors on complex advice strategies for clients




Commitment to ongoing excellence and the desire to cement yourself with the business long term
In turn, you will be afforded the opportunity to join one of Melbourne's top boutique advisory firms dedicated to provision of highly strategic and tailored advice to its loyal clientele. This is a critical role within the business where you will be able to further hone your technical skills and have ongoing career prospects whilst being rewarded with an attractive remuneration package and versatile work arrangement.
You will have dedicated admin support and the opportunity to sit in client meetings with the principal advisors. Importantly, the environment is supportive, inclusive, friendly and respectful - an amazing small team of highly accomplished professionals.
This is an outstanding chance for a career paraplanner with strong technical skills.
Immediate start preferred but not essential. Salary dependent on experience.
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📌 Strategic Paraplanner Top Boutique Firm Melbourne
🏢 Ivy Recruitment
📍 Melbourne