Senior Paraplanner – Technical & Advice support

1 month, 1 week ago
Full-time
Senior
Operations
FOCUS PARTNERS

FOCUS PARTNERS

FOCUS PARTNERS provides consulting services in business strategy, financial advisory, and mergers & acquisitions, helping clients achieve strategic goals and maximize value.

Professional Services
1-10
Founded 2005

Description

  • Prepare comprehensive Statements of Advice (SOAs) and Records of Advice (ROAs) for HNW and UHNW clients.
  • Translate adviser and client objectives into clear, compliant, and well-structured advice strategies.
  • Manage advice documentation end to end, ensuring accuracy, timeliness, and consistency with company standards.
  • Balance quality and throughput while maintaining strong attention to detail.
  • Apply technical knowledge across superannuation, SMSFs, investments, taxation, and retirement strategies.
  • Provide practical technical guidance and recommendations to advisers on complex matters.
  • Stay current with legislative and regulatory changes to ensure advice approaches remain contemporary and defensible.
  • Build strong working relationships with advisers and their teams nationally.
  • Attend client meetings where complex strategies require technical explanation or support.
  • Support file reviews, remediation activities, and the resolution of legacy or higher-risk advice matters.
  • Utilise Xplan and related systems for modelling, projections, and strategy development.
  • Identify opportunities to improve workflows, templates, and advice efficiency.

Requirements

  • Demonstrated experience delivering complex paraplanning or technical advice in a HNW/UHNW advice environment.
  • Strong technical capability and ability to convert complexity into clear, compliant advice.
  • Proven ability to manage volume without compromising quality.
  • Solid understanding of Australian financial services regulation and advice standards.
  • Excellent written communication skills and strong attention to detail.
  • Confidence working closely with advisers as a technical partner.
  • Strong Xplan capability, including modelling and projections.
  • Financial planning qualifications and/or progress toward professional accreditation (desirable).
  • Experience supporting advisers across multiple offices or adviser teams (desirable).

Interested in this position?

Apply directly on the company website

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