Senior Paraplanner

Future Paraplanning PTY; Gold Coast City; Hybrid; AUD 90,000 - 130,000; Full time

Benefits offered by this job

Remote work after training

Competitive base salary + uncapped BON

Ongoing technical training

Collaborative team environment

Job summary

Future PP on the Gold Coast seeks an experienced paraplanner to join our team. You will partner with financial advisers as a strategic adviser, researching products and building high-quality SOAs and ROAs across various complexity levels.

Bring 5+ years paraplanning, a Diploma or degree in Financial Planning, and strong knowledge of super, retirement, SMSF and investments. You will explain complex strategies clearly and adapt to evolving technology in a remote-ready, hybrid setup.

Qualifications

• 5+ years' paraplanning experience.
• A Diploma or degree in Financial Planning.
• Strong technical knowledge across super, retirement, SMSF and investments.
• Ability to understand complex strategies and explain them clearly.
• Proficient with planning software and quick to learn new systems.
• Experience working with advisers and regulatory requirements.

Responsibilities

• Partner with advisers as a strategic adviser and build strong relationships.
• Research and compare products; identify when better options exist for clients.
• Produce high-quality SOAs and ROAs across multiple complexity levels.
• Stay updated on regulatory changes and licensee requirements while adapting processes.

Skills

Paraplanning experience

Team relationship building

Regulatory awareness

Complex strategy explanation

Tech-minded

Xplan

MS Office

Attention to detail

Education

Diploma of Financial Planning or degree

Tools

Xplan

Microsoft Office

Job description

Future PP is a well-established, fast-evolving business, and we're looking for an experienced paraplanner to join our team.

About us

Future PP is an outsourced paraplanning business based in Burleigh Heads on the Gold Coast. We partner with financial advisers across a range of licensees, including many award-winning practices. Our work runs from straightforward ROAs to complex SMSF, retirement and lifetime income strategies. We're known for the quality of our work and for working closely with our advisers.

What you'll do

• Work with advisers as a strategic partner, not just someone who carries out instructions. Be able to question strategies and develop strong relationships with our advisers.
• Research and compare products efficiently. You'll quickly recognise when an existing product is fine as it is, and when it's poor and there's a better option you already know suits the client.
• Bring it all together in high-quality SOAs and ROAs across a range of complexity levels.
• Keep up with regulatory change, licensee requirements and constantly evolving technology.

What you'll bring

• 5+ years' paraplanning experience.
• A relevant degree or Diploma of Financial Planning.
• Strong technical knowledge across super, retirement, SMSF and investments. You'll know the benefits and risks of common strategies like the back of your hand, and how they fit into a plan, without needing hours of research to get there.
• The ability to understand complex strategies and explain them simply and convincingly.
• A tech-focused mindset and a willingness to evolve. We're a fast-moving business, and our tools and processes change as technology does. You'll be comfortable with planning software, quick to pick up new systems, and open to changing how you work when there's a better way.
• Strong experience with Xplan and Microsoft suite.
• Sharp attention to detail, clear communication, the ability to manage several advisers and deadlines, and the discipline to work well remotely.
• Based in South East Queensland, within reach of our Gold Coast office for training and get-togethers.

Why Future PP

• A remote role, after an initial training period in our Burleigh Heads office while you get up to speed with our processes.
• We want to hire the best person and are happy to work around full-time or part-time hours.
• Room to think creatively and put your own stamp on the advice, instead of following instructions and writing the same advice day in, day out. Your advisers will value your input and your ideas will be recognised.
• A competitive base salary plus an uncapped bonus. If you're great at what you do, you'll be very well rewarded.
• Ongoing technical training and mentoring.
• A close-knit team where you're valued, not treated as a number, even when you're working remotely.

This is a permanent role. Due to privacy requirements, we're unable to engage contractors or ABN holders.

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