Paraplanner

UniSuper; City of Melbourne; Hybrid; AUD 75,000 - 110,000; Full time

Benefits offered by this job

Personal development budget

Cultural & Wellbeing leave

Wellbeing initiatives

Job summary

UniSuper invites an experienced Paraplanner to join its Advice team in Melbourne. You will work alongside Advisers to develop tailored advice strategies and prepare high-quality Statements of Advice, contributing to strategic thinking and better member outcomes.

You will be part of a collaborative, fast-paced environment where curiosity, accuracy and compliance are valued, and where you help shape complex advice across retirement planning, investments, insurance and superannuation.

Qualifications

• Solid paraplanning experience gained within a financial advice environment.
• Strong knowledge across superannuation, retirement planning, investments, insurance and broader advice strategies.
• Experience preparing high-quality Statements of Advice and supporting documentation.
• Excellent written communication skills and strong attention to detail.
• Well-developed analytical and problem-solving capability.
• Ability to manage competing priorities and work in a fast-paced environment.

Responsibilities

• Prepare high-quality Statements of Advice and supporting documentation.
• Contribute to strategic thinking behind advice, beyond paperwork.
• Collaborate with Advisers to develop tailored advice strategies for members.
• Assist with complex member scenarios across superannuation, retirement planning, investments and insurance.

Skills

Paraplanning experience

Financial advice knowledge

SOA preparation

Written communication

Analytical thinking

Prioritization

XPLAN

Tools

XPLAN

Job description

• Genuine strategic paraplanning role where your expertise and ideas are valued
• Complex advice work across retirement, investments, insurance and superannuation
• Opportunity available across Melbourne, Sydney, Brisbane and Adelaide

• Genuine strategic paraplanning role where your expertise and ideas are valued
• Complex advice work across retirement, investments, insurance and superannuation
• Opportunity available across Melbourne, Sydney, Brisbane and Adelaide

About Us

At UniSuper, we are dedicated to delivering exceptional retirement outcomes for our members. With a long history in the University sector, we are a place where future-minded Australians come together.

UniSuper Advice is the Home for Advice Professionals. We provide members with trusted advice that supports confident financial decisions, through personal advice, digital solutions, education and strong partnerships with independent financial advisers. Our work is grounded in professionalism, collaboration, and better retirement outcomes for members.

The Opportunity

If you're a Paraplanner who enjoys thinking beyond the paperwork, this is an opportunity to play a genuine role in shaping quality financial advice outcomes.

Joining UniSuper's Advice team, you'll work alongside experienced Advisers to develop tailored advice strategies that help our members make informed decisions about their financial future. While preparing high-quality Statements of Advice is a core part of the role, we're looking for someone who likes getting into the detail, exploring options and contributing to the strategic thinking behind the advice.

This isn't an environment where paraplanners simply take instructions and move on. We value people who are curious, commercially minded and confident enough to ask questions, challenge assumptions and contribute ideas that lead to better outcomes for members.

You’ll work across a broad range of advice matters including superannuation, retirement planning, investments, insurance and more complex member scenarios, while being part of a collaborative team that genuinely works in partnership with one another.

With significant investment and change occurring across our Advice business, it's also an exciting time to join. You'll have the opportunity to contribute to a function that is evolving, embracing new ways of working and continuing to strengthen the advice experience we deliver to members.

About You

You're an experienced Paraplanner who combines strong technical capability with sound judgement and a genuine interest in delivering quality advice outcomes.

You enjoy understanding the reasoning behind a strategy, not just documenting it. You're comfortable working closely with Advisers, contributing your thinking and helping navigate complex scenarios where there may be multiple paths forward.

You're naturally curious, ask thoughtful questions and have the confidence to hold a view when something doesn't quite stack up. At the same time, you're highly collaborative and know how to build positive working relationships while maintaining a strong focus on quality, compliance and member outcomes.
Ideally, you'll bring:

• Solid paraplanning experience gained within a financial advice environment
• Strong technical knowledge across superannuation, retirement planning, investments, insurance and broader advice strategies
• Experience preparing high-quality Statements of Advice and supporting documentation
• Excellent written communication skills and strong attention to detail
• Well-developed analytical and problem-solving capability
• The ability to manage competing priorities and work effectively in a fast-paced environment
• Experience using financial planning software such as Xplan will be highly regarded

Most importantly, you're someone who enjoys being part of the conversation, takes ownership of your work and wants to contribute to a team that values expertise, collaboration and continuous improvement.

What we offer

We believe that the best way to achieve great things is when we come together and collaborate. Therefore, we ask you to be able to commit to 60% of your time in office.

UniSuper's high performance culture is supported by a range of benefits that demonstrate our commitment to ensuring our employees achieve their full potential, thrive, and grow their career with us. These include:

• A personal development budget of $1500 to support employees in their professional growth
• Community, Culture & Wellbeing leave
• Mental physical and financial wellbeing initiatives

At UniSuper, we value and celebrate diversity and inclusion in our workplace, where everybody can thrive. We believe that having a variety of perspectives, backgrounds, interests, abilities, and skills is crucial for delivering great retirement outcomes for our members. We invite you to apply for the roles that suit your career aspirations, even if you don't meet all the requirements listed.

Think Great. Create Great.

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