About the Role
We are seeking an experienced Senior Paraplanner to join our Australian advice business.
Working closely with our advisers, you willresearch, model and prepare compliant, high-quality advice for a growing client base, many of whom have cross-border financial needs.
You will own advice preparation from fact find through to final Statement of Advice, act as a technical sounding board for advisers, and help improve the quality and efficiency of how we deliver advice.
Why This Role Is Different
At Hoxton, we actively invest in modern advice technology and tools to remove unnecessary admin and red tape.
Our aim is to be as effective as possible, so our people spend their time on high-value technical work and our clients get the best possible experience.
You'll have a real voice in how these tools are adopted and improved.
Key Responsibilities
Advice Preparation
Prepare complex cross-border advice for clients who have kept overseas assets after moving to Australia, including UK pension transfer advice
Adviser Partnership
Review fact finds and client meeting notes to understand client goals and identify gaps
Work with advisers on strategy development, and challenge recommendations where needed
Guide team members on implementation documents
Quality & Compliance
Ensure advice files and accurate file notes are maintained, and ready for audit
Work closely with our compliance and Quality Assurance team members and act on review feedback quickly and thoroughly
Review work prepared by junior paraplanners and client services staff, and mentor them
Technology, Process & Improvement
Use our advice technology and tools to work smarter, and help identify new ways to improve efficiency
Help improve advice templates, research tools and advice workflows
Identify bottlenecks and help improve our advice process as the business grows
Skills & Experience
Essential
4+ years' paraplanning experience in Australian financial advice,



including writing complex SOAs and including SMSFs
Strong technical knowledge of superannuation, retirement income, investments and tax
Sound understanding of the Best Interests Duty and current regulatory requirements
Experience using financial planning software, research tools and modelling tools
Excellent written communication, with the ability to produce clear, client-friendly advice documents
High attention to detail and strong organisational skills
Ability to manage multiple priorities and follow structured processes
Professional, calm, and client-focused approach
Desirable
Experience mentoring or reviewing other paraplanners' work
Experience with UK pensions or cross-border advice (advantageous, but not essential)
Experience with modern advice technology e.g. Marloo
Completed or currently studying a financial adviser related qualification e.g. Bachelor or Graduate Diploma in Financial Planning
Personal Attributes
Technically curious and confident to challenge strategies
Enthusiastic about new technology and better ways of working
Takes ownership of advice quality from start to finish
Calm and organised under deadline pressure
Collaborative, and comfortable working with advisers, operations and compliance across time zones
Career Path & Development
This role offers exposure to every part of a fast-growing Australian advice business, with specialist cross-border expertise and hands-on experience of advice technology you won't build in a typical practice.
For the right candidate, there is scope to progress into paraplanning management, technical, compliance, or a fully licensed Australian financial adviser role over time.
Remuneration
Competitive salary based on experience
Performance and progression opportunities
How Success Is Measured
Quality and compliance of advice, including how often it passes QA review first time
Turnaround times and meeting deadlines
Adviser satisfaction and less rework
Contribution to better use of technology, templates and processes
Development of junior team members
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📌 Senior Paraplanner (Sydney)
🏢 Hoxton Wealth Group
📍 Sydney