Job Description
About the role
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Our client is a growing, self-licensed financial advice firm seeking a Paraplanner to support a team of advisers delivering high quality strategic advice. This is predominantly a paraplanning focused role with exposure to complex client strategies, research, modelling and advice preparation. Ideal for either a career paraplanner or someone seeking future career progression opportunities in financial planning.
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Prepare simple, standard and complex SOAs
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Conduct strategy, product and technical research
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Build projections using Xplan Xtools
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Peer review advice documents
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Model superannuation, retirement and investment scenarios
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Skills & Experience
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Previous experience in financial planning as a paraplanner
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Strong Xplan skills, including Xtools proficiency
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Relevant qualifications is ideal (not mandatory)
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Robust technical knowledge across wealth strategies
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Strong attention to detail
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Benefits
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KPI based discretionary bonus structure
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Flexible start and finish times
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Structured training and development pathways
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Career progression opportunities within a growing firm
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About the company
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Our client is a well-established financial advice business with more than 15 years of success and a growing national footprint. With over 100 employees across multiple offices, they provide holistic fee for service advice to a diverse client base, including professionals, business owners, families and high-net-worth clients.
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The business is continuing to expand through acquisition and organic growth, with a clear vision to become a leading national advice firm.

📌 Paraplanner (Gold Coast)
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📍 Gold Coast