ParaplannerTechnical Support
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Job Summary
EARN $90000 - $110000 Super 10% KPI Bonus Neg Based On Exp
Join a Reputable Independent Financial Planning Firm Robina Location
Career Paraplanner Role with Bonus Potential Technical Growth & Client Exposure
About The Company
Our client is a highly respected and independent financial planning firm with over 35 years of experience delivering specialist retirement planning advice to clients and families across Australia.
They are committed to building long-term trusted relationships and delivering sustainable best interest financial planning outcomes. Their culture is underpinned by strong values including respect accountability honesty and a client-first approach.
About The Opportunity
The primary purpose of this position is to provide high quality technical expertise to support the development of optimal financial strategies for both new and existing clients.
Reporting directly to the Practice Principal some of your responsibilities will include:
- Develop and research tailored financial strategies for clients
- Prepare SOAs and ROAs across varying levels of complexity
- Collaborate with the team to deliver high-quality client outcomes
- Liaise with external stakeholders including platforms and regulators
- Provide technical support to Advisers and assist with implementation
- Contribute to process improvements and advice template development
About You
The successful candidate will have:
- Diploma of Financial Services
- 34 years paraplanning experience
- Experience with XPlan/XTools (highly desirable)
- Excellent attention to detail communication and time management skills
- Strong ability to develop strategies and produce compliant advice documents
- Solid technical knowledge across super investments tax and retirement planning
Whats in it for You
- $90K$110K Super 10% Bonus - Competitive salary with performance incentives
- Values-Driven Culture - Work in a business focused on integrity and client-first advice
- Client Interaction Opportunities - Potential to attend meetings and influence outcomes
- Work with Industry Experts - Join a team with 35 years of financial planning experience
- Collaborative Team Environment - Partner closely with Advisers and technical specialists
- Established & Reputable Firm - Strong track record and long-standing client relationships
- True Career Paraplanner Role - High-level technical work beyond typical back-office duties
- Structured & Supportive Systems - Clear processes and compliance framework to support success
- Ongoing Professional Development - Build deep expertise across complex strategies and legislation
Apply today and dont miss out on starting this opportunity as soon as possible!
