Paraplanner And Adviser Support

Seek.Com.Au; Newcastle; On-site; AUD 70,000 - 100,000; Full time

Benefits offered by this job

Flexible working arrangements

Collaborative team culture

Exposure to broad financial planning

Job summary

Seek Australia is recruiting a Paraplanner and Adviser Support Professional for the Greater Newcastle region on a full‑time basis. The role supports the Financial Adviser in research, preparation, implementation, and administration of advice strategies while maintaining client files.

Flexible working arrangements are available, and the right candidate can work 3–4 days per week. You will collaborate with advisers and product providers to deliver high-quality financial planning services and

Qualifications

• Experience as a paraplanner or adviser support in financial planning.
• Ability to prepare SOAs and ROAs under guidance.
• Experience with client reviews, research, and implementation of advice strategies.
• Strong compliance with regulatory requirements and internal procedures.

Responsibilities

• Prepare advice documents including SOAs and ROAs.
• Support the adviser in monthly client reviews and documentation.
• Manage implementation of advice strategies (Superannuation, investments, insurance, Centrelink).
• Maintain accurate client records and ensure compliance with regulatory requirements and internal procedures.
• Liaise with product providers, fund managers, insurers and other external stakeholders to facilitate implementation.
• Provide administrative support enabling the adviser to focus on client relationships and strategic advice.

Skills

SOA/ROA prep

Client review support

Regulatory compliance

Documentation & record keeping

Job description

Flexible Working Arrangements Available - Read Below!

About us

We are a dynamic financial planning firm dedicated to delivering comprehensive wealth management solutions to our clients. We pride ourselves on building long-term relationships and providing personalised financial advice that makes a genuine difference to people's lives.

Our team is committed to excellence, integrity and continuous improvement, with a strong focus on achieving exceptional client outcomes while maintaining the highest professional standards.

About the role

We are seeking an experienced and motivated Paraplanner and Adviser Support Professional to join our team on a full-time basis in the Greater Newcastle region.

This is a pivotal role that supports our Financial Adviser and helps ensure the seamless delivery of high-quality financial planning services. Working closely with the adviser, you will play a key role in the research, preparation, implementation and administration of advice strategies, and ensuring all client files are accurately maintained.

We understand that flexibility is important. For the right candidate, we are open to considering applicants seeking to work 3-to-4 days per week, provided they can effectively manage and complete the responsibilities of the role within those hours.

What you'll be doing

• Prepare advice documents, including Statements of Advice (SOAs), Records of Advice (ROAs) and supporting documentation under the guidance of the Financial Adviser.
• Support the Financial Adviser in conducting monthly client reviews, including preparing review documentation, updating client information, researching strategy recommendations, and implementing agreed actions.
• Manage the implementation of advice strategies, including Superannuation, investments, insurance and Centrelink-related matters.
• Support client fact-finding activities and gather essential information prior to adviser meetings.
• Maintain accurate client records, file notes and documentation while ensuring compliance with regulatory requirements and internal procedures.
• Liaise with product providers, fund managers, insurers and other external stakeholders to facilitate the implementation of advice.
• Provide administrative and operational support to the Financial Adviser, enabling them to focus on client relationships and strategic advice.

What we're looking for

We are committed to creating a supportive and professional environment where our team members can grow and succeed.

Our employees benefit from:

• Competitive remuneration based on experience and qualifications.
• For the right candidate, flexible working arrangements.
• A collaborative and supportive team culture.
• Exposure to a broad range of financial planning strategies and client scenarios.
• The opportunity to work closely with our financial adviser and further develop your technical expertise.
• A workplace that values initiative, accountability and going the extra mile for clients and colleagues.