Location
Australia
Job Type
Full time
Posted
June 03, 2026
Job Description
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...