Experienced Paraplanner

Fuse Recruitment; City of Melbourne; On-site; AUD 65,000 - 90,000; Full time

Job summary

Fuse Recruitment is assisting a prestigious wealth management firm in Melbourne's CBD to find a Paraplanner. You will produce accurate SOAs, support advisers, and help with strategy analysis in a collaborative, client‑centred environment.

Key tasks include research on portfolios, preparing client reports, updating client records in Xplan, and ensuring regulatory standards. Strong attention to detail, excellent communication, and organisation are essential to progress in financial planning.

Qualifications

• Advanced proficiency in Word, Excel and Outlook.
• Strong understanding of the Xplan CRM system.
• Diploma of Financial Planning or degree valued.
• Excellent written and verbal communication skills.
• Exceptional attention to detail and accuracy.
• High level of organisation and time management.
• Proven ability to produce high-quality SOAs and manage multiple tasks.
• Knowledge of financial planning, investments, superannuation and managed accounts.

Responsibilities

• Produce accurate and compliant Statements of Advice (SOAs).
• Assist with planning strategy analysis and client reports.
• Maintain and update client records in XPLAN CRM.
• Collaborate with the Advice Team to ensure smooth workflow.
• Liaise with external providers and compliance teams for proper documentation.

Skills

MS Word

MS Excel

Outlook

Communication

Attention to detail

Organisation

Time management

SOA production

Education

Diploma of Financial Planning

Degree in Business / Economics

Tools

XPLAN CRM

Job description

Are you a detail-oriented financial professional with a passion for delivering high-quality advice documentation? Our client, a prestigious wealth management firm based in Melbourne's CBD, is seeking a talented Paraplanner to join their dynamic team. This is your chance to work in a collaborative environment that values professionalism, innovation, and client-centred service, all while progressing your career in financial planning.

About the Role

As a Paraplanner, you will play a pivotal role in supporting the Advice Team by producing accurate and compliant Statements of Advice (SOAs) and assisting with strategy analysis. Your expertise will help shape client outcomes and reinforce the firm's reputation for excellence. This position offers an exciting opportunity to refine your paraplanning skills, focus on delivering exceptional work, and contribute to organisational success. If you thrive in a structured environment where organisation and professionalism are key, this could be the perfect fit for you.

Key responsibilities

• Support Advisers by conducting research and analysis on client portfolios, investments, and strategy options
• Assist with the preparation of client reports, overviews, and documentation to meet regulatory standards
• Maintain and update client records within the Xplan CRM system, ensuring data accuracy
• Collaborate with the Advice Team to facilitate smooth workflow and client service delivery
• Liaise with external providers and compliance teams to ensure proper documentation and process adherence

Required Skills and Qualifications

• Advanced proficiency in Word, Excel, and Outlook
• Strong understanding of the Xplan CRM system
• Relevant industry qualification (e.g., Diploma of Financial Planning, degree in Business, Economics, or similar) highly valued
• Excellent written and verbal communication skills
• Exceptional attention to detail and accuracy
• High level of organisation and time management skills
• Demonstrated ability to produce high-quality SOAs and manage multiple tasks effectively
• Understanding of financial planning, investments, superannuation, and managed accounts

This is a great opportunity to develop your financial planning career with a respected and forward-thinking organisation.