Job Description

Develop or continue your career in a firm that provides opportunity for growth and an enjoyable respectful environment to continue your career.This is your opportunity to join a highly respected, boutique private wealth firm working with a loyal base of HNW successful individuals, families and businesses.

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About the Role

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You'll be at the core of the advice team— contributing to real outcomes and sharpening your skills every day.

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Assist with research and analysis across all areas of tax structures, asset ownership with exposure to portfolio construction and management
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Model scenarios and stress test strategies, prepare SoAs, RoAs, and client materials
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Sit in on strategy sessions and learn how the advice really comes together
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Engage with a close-knit, high-performing team who will support you all the way
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What they're Looking For

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They are looking a person who "fit's the family photo", is aligned culturally. You have an interest in personal financial advice, working in advice strategy and construction with a common thread of being driven to always develop.

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You'll bring:

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Curiosity, attention to detail,



and the ability to pick things up quickly
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Current exposure to financial advice and plan construction
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Confidence with financial advice technology (XPLAN experience a bonus, but not essential)
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A team-first mindset and strong communication skills
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Why This Is a Excellent Move

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Serious exposure: Work on strategies for HNW client portfolios, SMSFs, trusts, intergenerational planning and portfolio construction exposure.
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Structured mentorship: Learn directly from experienced financial advisers, investment professionals and senior strategists.
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True team culture: 20+ years in the game, a team of 20, and barely any turnover. That tells you everything.
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Central CBD location: Skilled office, supportive workplace, and no "big firm" politics.
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Career clarity: Whether you want to grow into advice or be the technical strategist for the firm the opportunity exists.
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Why You'll Stay

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This isn't a place to "get your hours up." It's a place to grow, contribute, and be part of a team where you're seen and valued.
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📌 Paraplanner Next Step In Your Career Queensland
🏢 Profusion Group
📍 Queensland