Paraplanner

Paraplanner (Mid-Senior) | Brisbane | Hybrid

An award-winning financial advice firm with over 40 years of leadership is seeking an experienced paraplanner to support a growing team of advisers in a collaborative, high-quality advice environment. Join an established team where your technical expertise and teamwork will make a real difference.

The Role

• Manage end-to-end SOA preparation with a blend of strategy support and production.
• Collaborate closely with advisers, contributing to strategy development and mentoring junior team members.
• Work within a structured advice framework focused on quality, accuracy, and consistency.
• Deliver client-centric, goals-based advice using passive model portfolios

Requirements

• 3-5+ years paraplanning experience with proven ability to manage full SOA production independently.
• Proficiency in Xplan: WealthSolver, Xtools+, m...