Are you a detail-oriented financial professional with a passion for delivering high-quality advice documentation?
Our client, a prestigious wealth management firm based in Melbourne's CBD, is seeking a talented Paraplanner to join their agile team.
This is your chance to work in a collaborative environment that values professionalism, innovation, and client-centred service, all while progressing your career in financial planning.
About the Role
As a Paraplanner, you will play a pivotal role in supporting the Advice Team by producing accurate and compliant Statements of Advice (SOAs) and assisting with strategy analysis.
Your expertise will help shape client outcomes and reinforce the firm's reputation for excellence.
This position offers an exciting opportunity to refine your paraplanning skills, focus on delivering exceptional work, and contribute to organisational success.
If you thrive in a structured environment where organisation and professionalism are key, this could be the perfect fit for you.
Key responsibilities:
Support Advisers by conducting research and analysis on client portfolios, investments, and strategy options
Assist with the preparation of client reports, overviews,



and documentation to meet regulatory standards
Maintain and update client records within the Xplan CRM system, ensuring data accuracy
Collaborate with the Advice Team to facilitate smooth workflow and client service delivery
Liaise with external providers and compliance teams to ensure proper documentation and process adherence
Required Skills and Qualifications
Advanced proficiency in Word, Excel, and Outlook
Strong understanding of the Xplan CRM system
Relevant industry qualification (e.g., Diploma of Financial Planning, degree in Business, Economics, or similar) highly valued
Excellent written and verbal communication skills
Exceptional attention to detail and accuracy
High level of organisation and time management skills
Demonstrated ability to produce high-quality SOAs and manage multiple tasks effectively
Understanding of financial planning, investments, superannuation, and managed accounts
This is a great opportunity to develop your financial planning career with a respected and forward-thinking organisation.
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📌 Experienced Paraplanner (Melbourne)
🏢 Fuse Recruitment
📍 Melbourne