Business and team summary

We launched our business 7 years ago at UOW Innovation Campus and our focus is on delivering holistic financial planning services to the Illawarra community with a client values driven focus for investment decisions. Our business exists to help loved ones and our wider local community through financial advice towards the future they desire.

Our small team of 9 have between us over 70 years’ experience in Financial Planning in the Illawarra.

Our work is demanding yet rewarding, and we love doing it together. We are friendly high-achievers that deliver for our clients and community – all while looking out for each other, rewarding effort along the way, and providing tailored personal and professional growth opportunities.

We believe we represent what Financial Planning should be rather than what it once was, and our success in our first 7 years is a testament to that, building a solid base of clients and advocates who love what we do.

Our business continues to evolve through industry leading approaches to client focused advice, technology, values-based investing, staff incentives and development, and business management.

We are currently the only financial planning business in the Illawarra specialising in ethical investing and members of the Ethical Advisers Co-Operative. When we talk values with our clients, we use expertise, industry leading software, and our experience as a framework to understand what is important to them when choosing how to invest.

Position summary

We’re looking for an experienced part-time paraplanner who is passionate about financial planning and helping deliver high-quality advice to our clients.

We are looking for 0.6x Full-Time Equivalent and are flexible on how a week is structured to meet this.

The primary role is to support our financial advisers by researching, d and documenting financial advice, including Statements of Advice, Records of Advice and other advice documentation.

The successful applicant will work closely with our advisers and administration team to ensure advice is accurate, compliant, practical and clearly communicated to clients.

Success in this role requires strong technical knowledge, attention to detail and an ability to use technology efficiently and adapt to the systems and processes used within our business.

Most importantly, we’re looking for someone who is great to work with, contributes positively to our team and shares our commitment to providing an exceptional client experience.

Career Pathway

Future Focus is growing, providing an opportunity for the successful applicant to grow and develop alongside the business.

The successful applicant will receive training and support in our systems, technology, investment and advice philosophies, advice processes and compliance requirements.

For someone who enjoys paraplanning, there is an opportunity to develop into a senior paraplanning role,



taking greater responsibility for complex advice and contributing to the development of our advice philosophies and processes.

Depending on your interests and longer-term goals, there may also be opportunities to develop into further advice, technical, compliance or broader business responsibilities.

As your skills develop and you discover what you enjoy most, we will work with you to develop a role within Future Focus that makes the best use of your strengths and supports your longer-term career goals.

Activity profile

The primary activities of this position are:

- Advice preparation – prepare Statements of Advice, Records of Advice and other advice documentation across superannuation, investments, insurance and related strategy areas.

- Research – undertake product, investment and strategy research to support adviser recommendations.

- Modelling and calculations – prepare financial projections, comparisons and calculations to demonstrate and support advice strategies.

- Advice development – work with advisers to understand client circumstances, objectives and proposed strategies and translate these into clear and appropriate advice documentation.

- Compliance – ensure advice documentation meets relevant legislative, licensee and internal requirements and that supporting research and records are appropriately maintained.

- File preparation – review client information and supporting documents, identify gaps or inconsistencies and assist advisers in ensuring files are ready for advice preparation.

- Team support – communicate with advisers and administration staff to ensure advice progresses efficiently from strategy development through to implementation.

- Other – activities and projects as delegated by management.

Responsibility profile

The primary responsibilities for this position are:

- Preparing accurate, high-quality and compliant advice documentation within agreed timeframes.

- Maintaining a high standard of professionalism, integrity and attention to detail in all work undertaken.

- Applying sound technical knowledge and judgement while identifying and raising advice, compliance or information gaps with advisers where appropriate.

- Ensuring advice files contain appropriate research, calculations, supporting evidence and records to substantiate recommendations.

- Working collaboratively with advisers and administration staff to help provide clients with an exceptional and efficient advice experience.

- Taking ownership of assigned work and effectively managing competing priorities and deadlines.

- Providing ongoing feedback on opportunities to improve paraplanning processes, technology, templates and business efficiencies.





- Undertaking ongoing professional development to remain up to date with legislation, licensee standards, financial products, technology and technical knowledge relevant to the role.

- Other responsibilities as delegated by management from time to time.

Qualifications, experience, and skills profile

The following experience is necessary for this position:

- Experience with XPLAN software, including advice preparation.

- 2 years’ experience in paraplanning or 5 years in financial planning.

- Experience in preparing Statements of Advice, Records of Advice and other advice documentation across a range of financial planning strategies.

- Experience in completing product and investment research, financial modelling and strategy calculations to support advice recommendations.

- Sound working knowledge of superannuation, retirement planning, investments, personal insurance and related financial advice strategies.

- Experience working closely with financial advisers to understand client circumstances and proposed strategies and translate these into clear, accurate and compliant advice documentation.

- High level proficiency with Microsoft Office, particularly Word, Excel and Outlook.

The following skills are necessary for this position:

- Being a good human.

- Great attention to detail.

- Energy and enthusiasm.

- Excellent time management.

- A passion for customer service.

- Active listener and clear communicator.

- An ability to learn and adapt to evolving new technologies (e.g. Copilot)

The following qualifications are desirable for this position:

- A relevant university degree (Commerce related).

- Relevant financial planning studies or industry qualifications.

The following experience is desirable for this position:

- Experience in the development of financial planning strategies.

- Relevant financial planning studies or industry qualifications.

- Experience preparing advice across SMSFs, Centrelink, aged care and more complex retirement planning strategies.

- Experience with investment portfolio construction and investment research.

- Experience working within an advice business with a strong focus on compliance and high-quality record keeping.

- Experience using technology and AI-assisted tools to improve the efficiency and quality of advice preparation.

Benefits we offer

Success in this role will provide you:

- A part-time, permanent position with potential for a full-time role.

- Remuneration that progresses as you do.

- Staff Incentive Scheme sharing the successful achievement of business goals.

- Excellent career progression and growth opportunities.

- Ongoing training and development.

- Flexible hybrid work environment between the office and work from home.

- A rare opportunity to join the forefront of ethical investment advice.

- A core role within an innovative, growing business working to become leaders in our industry.

- Other benefits we provide to our team can be seen on our Careers Page.

📌 Paraplanner (Wollongong)
🏢 Future Focus Financial Planning
📍 Wollongong