Paraplanner

Hewison Private Wealth; City of Melbourne; On-site; AUD 70,000 - 100,000; Part time

Benefits offered by this job

Monthly massages

Gym subsidies

Corporate volunteering opportunities

Various leave options

Job summary

Hewison Private Wealth in Melbourne is seeking an experienced Paraplanner to join our Planning team on a 6-12 month contract. You will prepare technically sound, compliant advice documentation and modelling for our Wealth Advisers, translating complex strategies into clear client material.

The role requires strong knowledge across superannuation, retirement, investment, insurance and taxation, with a high level of accuracy.

Qualifications

• Experience as a paraplanner in financial planning.
• Strong knowledge across superannuation, retirement, investment, insurance and tax strategies.
• Ability to translate complex advice into clear, compliant client documents.

Responsibilities

• Prepare technically sound, compliant advice documentation for advisers.
• Model financial scenarios to support client recommendations.
• Ensure accuracy and clarity in client documentation.

Skills

Paraplanner experience

Financial planning knowledge

Attention to detail

Communication skills

Job description

Hewison Private Wealth is an award-winning, independent financial advice and wealth management firm based in Melbourne. As a purpose led organisation and a premium brand in our industry, we are dedicated to delivering excellence for our clients.

Position Overview

We are currently seeking an experienced Paraplanner to join our Planning team on a 6-12 month contract.

This is an exciting opportunity to play a key role in the delivery of high-quality financial advice through the preparation of technically sound, compliant advice documentation and modelling for our Wealth Advisers.

You will bring strong technical knowledge across superannuation, retirement, investment, insurance and taxation strategies, and a high level of accuracy in translating complex advice into clear, compliant client documentation.

This is a 6–12 month fixed-term contract opportunity, with an immediate start highly desirable – ideal for an experienced paraplanner looking to make an immediate impact within a collaborative, high-performing advice team.

This role suits a detail-oriented paraplanner who thrives in a fast-paced environment and takes pride in the accuracy and quality of their work.

What is in it for you

We’re proud of the environment we’ve created – one where our people feel supported, valued and inspired to do their best work. From a strong team culture to great benefits and opportunities for growth, here are some reasons to want to join our team:

A culture where you’ll thrive:

Our culture is one of our greatest strengths. You’ll join a team that genuinely lives its values – Fun, Family, Empowerment, and Excellence. We celebrate wins, support each other, and show up with pride and purpose.

A well-connected location that supports your active lifestyle:

Based on St Kilda Road (Melbourne), with modern office facilities and end-of-trip amenities so you can walk, jog or ride to work with ease.

Various benefits and leave entitlements:

• Monthly massages
• Gym subsidies
• Corporate volunteering opportunities
• Various leave options

Commitment to professional growth:

Access to learning opportunities to support career development and continuous learning.