About the RoleWe 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 DifferentAt Hoxton, we actively invest in modern advice technology and tools to remove unnecessary admin and red tape.
Our aim is to be as efficient 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 ResponsibilitiesAdvice PreparationPrepare complex cross-border advice for clients who have kept overseas assets after moving to Australia, including UK pension transfer adviceAdviser PartnershipReview fact finds and client meeting notes to understand client goals and identify gapsWork with advisers on strategy development, and challenge recommendations where neededGuide team members on implementation documentsQuality & ComplianceEnsure advice files and accurate file notes are maintained, and ready for auditWork closely with our compliance and Quality Assurance team members and act on review feedback quickly and thoroughlyReview work prepared by junior paraplanners and client services staff, and mentor themTechnology, Process & ImprovementUse our advice technology and tools to work smarter, and help identify recent ways to improve efficiencyHelp improve advice templates, research tools and advice workflowsIdentify bottlenecks and help improve our advice process as the business growsSkills & ExperienceEssential4+ years' paraplanning experience in Australian financial advice,



including writing complex SOAs and including SMSFsStrong technical knowledge of superannuation, retirement income, investments and taxSound understanding of the Best Interests Duty and current regulatory requirementsExperience using financial planning software, research tools and modelling toolsExcellent written communication, with the ability to produce clear, client-friendly advice documentsHigh attention to detail and strong organisational skillsAbility to manage multiple priorities and follow structured processesProfessional, calm, and client-focused approachDesirableExperience mentoring or reviewing other paraplanners' workExperience with UK pensions or cross-border advice (advantageous, but not essential)Experience with modern advice technology e.g. MarlooCompleted or currently studying a financial adviser related qualification e.g. Bachelor or Graduate Diploma in Financial PlanningPersonal AttributesTechnically curious and confident to challenge strategiesEnthusiastic about new technology and better ways of workingTakes ownership of advice quality from start to finishCalm and organised under deadline pressureCollaborative, and comfortable working with advisers, operations and compliance across time zonesCareer Path & DevelopmentThis 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.RemunerationCompetitive salary based on experiencePerformance and progression opportunitiesHow Success Is MeasuredQuality and compliance of advice, including how often it passes QA review first timeTurnaround times and meeting deadlinesAdviser satisfaction and less reworkContribution to better use of technology, templates and processesDevelopment of junior team members
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📌 Senior Paraplanner (Sydney)
🏢 Hoxton Wealth Group
📍 Sydney