Paraplanner/ Sr. Paraplanner

Horsey Jameson Bird Pty Ltd; Brisbane; Hybrid; AUD 65,000 - 90,000; Full time

Benefits offered by this job

Work-from-home option

Performance bonuses

Boutique team culture

Job summary

Horsey Jameson Bird Pty Ltd in Brisbane is seeking an experienced paraplanner to support our financial advisors, prepare compliant Statements of Advice, and stay current with AFSL regulations.

You will work closely with advisers to implement strategies, manage client documentation, and maintain strong relationships while using XPLAN to deliver high-quality financial planning support.

Qualifications

• Minimum 2 years paraplanning experience in Australia.
• Strong working knowledge of XPLAN and Advanced proficiency in XPLAN software.
• Understanding of AFSL requirements and Australian tax laws.

Responsibilities

• Prepare detailed compliant Statements of Advice (SOA) in line with AFSL requirements.
• Work closely with Paraplanners and Financial Advisors to guide strategies.
• Stay abreast of regulatory changes and compliance.
• Monitor financial products and regulatory updates to provide up-to-date advice.
• Collaborate with advisers, admin, and management to ensure holistic advice.
• Attend industry events to develop skills and knowledge.
• Oversee financial administration tasks, including compliance and document preparation.

Skills

Paraplanning

XPLAN

Regulatory knowledge

Tools

XPLAN

Job description

About Us:
We are a leading boutique financial advice practice established in 1982 holding an Australian Financial Services Licence (AFSL). We provide tailored financial advice to a diverse client base, specializing in investment management, retirement & estate planning, and risk management. Additionally, we are a Registered Tax Agent with a Managed Account established in 2018.

Our Vision:
We possess a clear vision for our future and a defined purpose for our existence. Our practice operates on well-articulated core philosophies that drive us forward, with strong values deeply embedded in our culture and commitment to client outcomes.

Our Values:

New Thinking

Team Spirit

Longstanding Client Relationships

Integrity & Trust

100% Client Focused

Paraplanner Responsibilities:

Work closely with our Paraplanners and Financial Advisors to be guided on appropriate strategies.

Preparing detailed compliant Statements of Advice (SOA) in line with AFSL requirements.

Stay abreast of, and adapt to, changes in regulations and compliance.

A minimum of 2 years paraplanning experience.

Strong working knowledge of XPLAN.

Advanced proficiency in XPLAN software is required for this position.

Attention to detail with a pride in your work.

Building and maintaining strong, long-term collegial relationships with internal staff and peers, offering them ongoing advice and support.

Monitoring financial products and regulatory changes to provide up-to-date advice.

Collaborating with other colleagues (advisers, admin, management) to ensure holistic advice.

Attending networking and industry events to stay connected with the financial planning community to further develop skills and knowledge.

Overseeing financial administration tasks, including compliance, document preparation, and account management.

Key Attributes:

Technical Expertise: Extensive knowledge of superannuation, investment vehicles, retirement planning, and Australian tax laws.

Strong Communication Skills: The ability to clearly explain complex financial concepts.

Regulatory Knowledge: A solid understanding of Australian financial regulations, including compliance with the Corporations Act, Financial Planners and Advisers Code of Ethics, and adherence to AFSL standards.

Analytical Skills: Strong ability to analyse financial markets and economic conditions to formulate and adapt strategies.

Problem-Solving Skills: Ability to offer creative solutions to complex financial problems.

Qualifications & Experience:

A minimum of 2+ years' experience in paraplanning roles in Australia.

Credible knowledge of Australian taxation, superannuation, and estate planning.

Experience working with high-net-worth individuals is highly desirable.

Australian work rights are required for this position.

What We Offer:

A competitive salary package with performance incentives and bonuses.

A supportive, client-first culture with a focus on professional development.

Opportunity to work with a boutique team offering personalized client service.

Ongoing education and industry training to support career growth.

Potential to work-from-home upon approval.

Leadership and career progression opportunities for senior financial advisers.