Paraplanner

Macquarie Group; Sydney; Hybrid; AUD 110,000 - 150,000; Full time

Benefits offered by this job

Wellbeing leave

Parental leave

Flexible working

Volunteer leave

Wellbeing programs

Learning & development

Job summary

Macquarie Group's Private Bank in Australia is seeking a Senior Paraplanner based in Sydney or Brisbane to shape high-quality financial advice for complex client needs.

You will collaborate with Private Bankers and specialists to develop personalised advice documents, perform detailed financial modelling, and ensure compliance with regulatory standards. This role offers hybrid working and exposure to leading wealth solutions within a global group.

Qualifications

• 5+ years paraplanning experience in high-net-worth context.
• Advanced capability in XPLAN and Salesforce.
• Strong knowledge of financial planning principles and Australian regulatory requirements.
• Exceptional attention to detail and compliant, well-structured advice documents.
• Excellent communication and stakeholder engagement with senior professionals.

Responsibilities

• Shape high-quality financial advice for clients with complex circumstances.
• Partner with Private Bankers and specialists to develop personalised advice documents.
• Perform detailed financial modelling and ensure advice meets regulatory standards.
• Contribute to improving processes and ways of working across the team.

Skills

Paraplanning experience

XPLAN

Salesforce

Attention to detail

Communication skills

Tools

XPLAN

Salesforce

Job description

Our Private Bank team supports clients with complex financial needs by delivering tailored, long‑term wealth and investment solutions. Working closely with experienced bankers and specialists, the team plays a vital role in helping clients protect, grow and manage their wealth with confidence.

This role is open to candidates based in either Brisbane or Sydney.

We are a global financial services group operating in 30 markets with 57 years of unbroken profitability. At Macquarie, you’re empowered to shape a career that is fulfilling and creates value. You will bring your insights and expertise to the task at hand and feel supported as you make your own kind of impact for a better future.

What role will you play?

As a Senior Paraplanner, you will play a key role in shaping high‑quality financial advice for clients with complex circumstances. You will partner closely with Private Bankers and specialists to develop personalised advice documents, perform detailed financial modelling and ensure advice meets regulatory standards. Your work will directly contribute to delivering consistent, high‑quality outcomes while improving processes and ways of working across the team.

What You Offer

• 5 + years extensive experience in a paraplanning role, with a strong background supporting complex financial advice for high‑net‑worth clients
• Advanced capability in XPLAN and experience using Salesforce, with confidence handling detailed financial data and modelling
• A strong understanding of financial planning principles, investment strategies and Australian regulatory requirements, with the ability to apply this knowledge in practice
• Exceptional attention to detail, with a proven track record of producing accurate, compliant and well‑structured advice documents
• Excellent communication and stakeholder engagement skills, with the confidence to collaborate effectively with senior professionals and contribute constructively to team outcomes.

What We Offer

Benefits

At Macquarie, you’re empowered to shape a career that’s rewarding in all the ways that matter most to you. Macquarie employees can access a wide range of benefits which, depending on employment type, include:

• 1 wellbeing leave day per year
• Up to 5 additional service bonus leave days per year
• Up to 20 weeks’ paid parental leave for primary caregivers along with 12 days of transition leave upon return to work, and 6 weeks’ paid leave for non‑primary caregivers
• 2 days of paid volunteer leave and donation matching
• Up to 12 months’ gender affirmation leave, including 6 weeks’ paid leave
• Access to Employee Assistance Program and wellbeing benefits including skin and health checks, and flu vaccinations
• Access to a wide range of salary packaging options
• Access to a wide range of learning and development opportunities, including reimbursement for professional membership or subscription
• Hybrid and flexible working arrangements, dependent on role
• Reimbursement for work from home equipment

About Banking and Financial Services

Banking and Financial Services is our technology-driven retail bank. You will be part of a team that supports clients to achieve their full potential - whether that’s buying a home, growing a business or investing to manage wealth.

Inclusion at Macquarie

We are committed to providing an inclusive environment for all, where different experiences, skills and perspectives are valued and respected. Macquarie provides access to opportunities for all individuals regardless of race, colour, religion, sex, sexual orientation, national origin, age, disability, protected veteran status, genetic information, marital status, gender identity or any other characteristic or circumstance.

We provide reasonable adjustments to individuals who may need support during the recruitment process and employment. If you require an adjustment, please let us know during the application process.