Are you a talented Paraplanner looking for an opportunity to elevate your career in a dynamic, award-winning wealth management firm? Our client, an independent, self-licensed financial advisory practice based in the heart of Eastern Melbourne, is seeking an experienced Paraplanner to join their high-performing team. Specializing in providing tailored financial advice to High-Net-Worth (HNW) and Ultra High-Net-Worth (UHNW) clients, this is an exceptional opportunity for someone looking to make an impact while enjoying a flexible work-life balance.

Why You’ll Love This Role:

Flexible Work Environment: Enjoy the flexibility of working 2-3 days a week in the office, giving you the ideal work-life balance.

Career Progression: There are clear opportunities for growth opportunities within the firm, with mentorship from experienced financial professionals.

Award-Winning Team: Join an industry-recognized firm that prides itself on its strong work culture, exceptional client service, and consistent industry accolades.

Key Responsibilities:

Collaborate with financial advisers to develop and prepare detailed financial plans, strategies, and client reports.

Conduct thorough research and analysis on financial products and strategies to ensure the best solutions for clients.

Ensure compliance with industry regulations and assist in managing the ongoing relationship with clients.

Assist senior advisers on complex financial strategies, investment structures, and tax planning.





Stay informed on market trends and legislative changes to help clients make informed decisions.

Who We’re Looking For:
The ideal candidate will possess:

Proven experience as a Paraplanner within a financial planning environment, ideally with HNW/UHNW clients.

A strong understanding of financial strategies, products, and regulatory frameworks.

Exceptional attention to detail and a passion for delivering high-quality financial advice.

A proactive attitude, with the ability to work independently and as part of a collaborative team.

Why This Is a Great Opportunity:

This role offers much more than just a job it’s a chance to work with some of the brightest minds in the industry in a supportive and innovative environment. Whether you’re looking to hone your technical skills or take the next step in your career, our client offers the resources and mentorship to help you achieve your goals.

If you are looking for a rewarding and flexible role where your contributions truly matter, this could be the perfect fit for you.

How to Apply:
To express your interest, please submit your resume. For a confidential discussion or more information about the role, please contact James on 0451 831 ***

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📌 Paraplanner - Immediate Vacancy (Melbourne)
🏢 Cartwright Jones
📍 Melbourne