Senior Paraplanner – Technical & Advice Support

Focus Financial Partners

Melbourne, Victoria, Australia
On-site
Hnw/uhnw paraplanning experience
Xplan modelling and projections
Statement of advice preparation
This role acts as a trusted technical partner to advisers nationally, supporting comprehensive strategy development and advice quality

Job Summary

  • This role acts as a trusted technical partner to advisers nationally, supporting comprehensive strategy development and advice quality.
  • The position requires deep technical knowledge across superannuation, SMSFs, investments, taxation, and retirement planning for HNW and UHNW clients.
  • Candidates will utilize Xplan for modelling and projections while ensuring all advice meets strict regulatory and compliance standards.

Matching Summary

This role acts as a trusted technical partner to advisers nationally, supporting comprehensive strategy development and advice quality.

Skills & Requirements

Must-have

  • HNW/UHNW paraplanning experience
  • Xplan modelling and projections
  • Statement of Advice preparation
  • SMSF and superannuation expertise
  • Australian financial regulation knowledge

Nice-to-have

  • Progress toward professional accreditation
  • Experience supporting multiple adviser teams
  • Strong written communication skills

Key Requirements

  • Demonstrated HNW/UHNW paraplanning experience
  • Solid understanding of Australian financial services regulation
  • Strong Xplan capability including modelling

Work Rights

Not specified

Tailored Resume

Cover Letter