Join a respected advice practice where your work genuinely makes an impact.

This established financial planning business has built a strong reputation through long-term client relationships, personalised advice and a genuinely holistic approach to wealth creation. With approximately 200 ongoing advice clients, including SMSF clients, they are seeking an experienced Paraplanner to become a key part of their close-knit team. The business is known for its collaborative culture, client-first philosophy and commitment to achieving positive financial outcomes for every client.

Working closely with two Advisers and a supportive administration team, you will take ownership of the paraplanning function and play a critical role in delivering high-quality advice efficiently and accurately.

The Opportunity

This is a hands-on role with a strong focus on annual review work and ongoing client service.

Key responsibilities include:
Tracking ongoing client reviews
Preparing annual ROAs and SOAs where required
Producing WealthSolver, Risk Researcher and modelling comparisons
Preparing paraplanning requests and advice documentation




Managing implementation paperworkSupporting SMSF and wealth management clients
Assisting with overflow administrative tasks when required

About You
Previous paraplanning experience within financial planning
Solid knowledge of ROAs and SOAs
Excellent attention to detail and technical writing skills
Understanding of superannuation, investments and personal insurance advice
Solid organisational and time management skills
Ability to work autonomously and manage competing priorities
A collaborative, client-focused approach

Why Join?
Established and highly regarded advice business
Loyal ongoing client base
Close-knit and supportive team
Variety across wealth management and SMSF clients
Direct exposure to experienced Advisers
Genuine ownership of your work
Professional, values-driven culture focused on delivering great client outcomes [hrkacgroup.com.au]

This is a fantastic opportunity for a Paraplanner who enjoys being part of a collaborative team and wants to play an significant role in delivering exceptional advice outcomes.
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📌 Paraplanner North Geelong
🏢 FS Recruitment Solutions
📍 North Geelong