Paraplanner

Capital Haus; Melbourne; On-site; AUD 70,000 - 95,000; Full time

Benefits offered by this job

Competitive salary & incentives

Growth opportunities

Team events

Education support

Leadership mentorship

Job summary

Capital Haus in Melbourne is seeking an experienced Paraplanner to support Private Wealth Advisers by preparing high-quality advice documents and servicing clients with accuracy and efficiency.

Role involves developing tailored strategies, modelling cash flows, and ensuring compliance, using XPLAN and related tools. Requires a minimum 2 years’ paraplanning experience and RG146 compliance.

Qualifications

• Bachelor’s degree in Financial Planning, Commerce, or related discipline.
• Minimum 2 years’ experience as a Paraplanner, with Private Wealth experience preferred.
• RG146 compliant with demonstrated technical knowledge.
• Strong understanding of investment markets, stockbroking, SMSF knowledge desirable.
• Experience with XPLAN for advice generation, modelling and research requirements.

Responsibilities

• Collaborate with Private Wealth Advisers to formulate advice and investment strategies.
• Generate tailored SOA, IPS, and ROA documents within set timeframes and service standards.
• Meet individual quality and productivity targets.
• Prepare financial calculations, scenario modelling, and detailed cash flow analyses.
• Maintain and enhance financial planning software data accuracy (XPLAN, Xtools, Wealth Solver).
• Identify opportunities to improve templates and administrative processes for advice creation.
• Stay up-to-date with regulations and compliance requirements to ensure advice meets standards.
• Support risk and compliance activities to ensure regulatory alignment.

Skills

Organisational skills

Attention to detail

Communication skills

MS Office

Financial literacy

XPLAN expertise

Education

Bachelor's Degree in Financial Planning or related

RG146 compliant

Tools

XPLAN

Openmarkets

Praemium

Wealth Solver

Job description

About Us

Capital Haus is a leader in private wealth management and financial advisory, renowned for our unwavering commitment to client success and sustainable growth. We pride ourselves on delivering exceptional client service and robust financial solutions, and we are looking for an experienced financial advice professional to support our dynamic team as we continue to grow both in Australia and globally.

Position Purpose

Based in our Melbourne Office, the Paraplanner will play a key role in supporting our Private Wealth Advisers by preparing high-quality financial advice documents and delivering exceptional service to our clients. This position is focused on ensuring the smooth delivery of advice through a thorough understanding of client objectives, financial strategies, and compliance requirements.

You will be responsible for assisting in the development, preparation, and implementation of tailored financial strategies, while ensuring accuracy, efficiency, and adherence to regulatory standards. This role provides the opportunity to work closely with experienced advisers, gaining exposure to both Wholesale and Retail clients across a diverse range of advice areas.

Key Responsibilities

Collaborate with Private Wealth Advisers, Associate Advisers & other in-house specialists to formulate advice & investment strategies that provide optimal client outcomes.

Generate tailored advice documents (SOA’s, IPS’s and ROA’s) within agreed time frames & service standards.

Meet individual quality and productivity targets.

Prepare financial calculations, modelling of scenario’s and detailed cash flow analysis.

Maintain and enhance financial planning software (XPLAN, Xtools, Wealth Solver) ensuring all relevant data is accurate and up-to-date as well.

Proactively seek opportunities to create administrative efficiencies & improve internal tools and templates in relation to advice creation.

Stay up-to-date with industry regulations, compliance requirements and best practices to ensure all advice is compliant and aligned with client needs.

Contribute to effective risk and compliance management through ensuring appropriate measures, controls and activities are taken to fulfil corporate and regulatory compliance.

Key Skills and Attributes

Strong organisational and time management skills.

Excellent communication skills with a confident and professional manner.

High attention to detail and accuracy with strong analytical and problem-solving ability.

Positive, proactive attitude with a willingness to learn.

Self-motivated with the ability to manage competing priorities and work in a fast-paced environment.

Ability to work independently but also a proven ability to work collaboratively in a small, close-knit team.

Proficient in Microsoft Office suite (Word, Excel, Outlook).

High level of financial literacy and technical competence, specifically retirement planning, SMSF and investment advice.

Expert level knowledge with financial planning software, specifically Xplan for advice generation, modelling and research requirements.

Strong understanding of compliance and ethical obligations within financial advice.

Qualifications and Experience

Bachelor’s Degree in Financial Planning, Commerce, or a related discipline.

Minimum 2 years’ experience as a Paraplanner, with experience in Private Wealth highly regarded.

Proven experience with financial planning software, specifically Xplan for advice generation, modelling and research requirements.

RG146 compliant with demonstrated technical knowledge.

Strong understanding of investment markets and stockbroking, with knowledge of MDA portfolio’s desirable.

Previous experience with SMSF structures and advice generation including Trusts.

Previous experience with Openmarkets and Praemium highly desired.

What We Offer

Rewarding work environment and excellent team culture.

Ability to support and grow your skillset under an experienced leadership team with a strong reputation in the financial advice market.

Consistent company events and team building sessions.

Opportunities for professional growth within the financial planning and private wealth sector as well as strong educational support provided.

Competitive salary and incentives package

Opportunity to join a business in a strong growth phase where you will experience accelerated career advancement.

Career progression with diverse career pathways as well as access to a variety of programs and initiatives to support your career.

You must have full Australian working rights, without the need for sponsorship now or in the future to be considered for this position.