Senior Paraplanner

Financial Pathfinders; Perth; On-site; AUD 90,000 - 120,000; Full time

Benefits offered by this job

End of trip facilities

Central Perth CBD location

Collaborative team

Job summary

Financial Pathfinders, a specialist financial planning practice based in the Perth CBD, seeks an experienced Senior Paraplanner. The role focuses on technical advice preparation across superannuation, investments, insurance and estate planning, including international matters.

You will work with advisers to develop strategy options, document high-quality Statements of Advice and maintain strong compliance standards.

Qualifications

• Experience in a senior paraplanning role within an Australian financial planning practice.
• Strong technical knowledge of advice strategies, compliance requirements and financial planning processes.
• High attention to detail and ability to prepare complex advice documents.

Responsibilities

• ADVICE DELIVERY. Including Statements of Advice, Records of Advice and supporting documentation in-house and via outsourced partners.
• Develop and document advice strategies across superannuation, retirement planning, investment portfolios, insurance, estate planning and wealth management.
• Work closely with advisers to understand client scenarios, identify strategy options and shape sound, clearly explained advice.
• Research products, platforms and structures, perform financial modelling when required, support advisers in navigating complex advice matters.
• Maintain strong compliance standards and ensure advice documents meet regulatory and licensee requirements.
• Contribute to process improvements, templates and workflows within the advice team, ideally with PlutoSoft experience.

Skills

Paraplanning

Technical knowledge

Research skills

PlutoSoft

Compliance

Tools

PlutoSoft

Job description

Financial Pathfinders is a specialist financial planning practice based in the Perth CBD. Our work is built around finding a way through complex financial scenarios, digging deep into each client’s circumstances and developing practical, well-considered strategies that support strong long-term outcomes.

We are seeking an experienced Senior Paraplanner who enjoys the technical aspects, takes pride in thorough advice preparation, and is comfortable working across diverse client needs including superannuation, investments, insurance, retirement planning, estate planning and international advice matters

Key Responsibilities

• ADVICE DELIVERY. Including Statements of Advice, Records of Advice and supporting documentation in-house and via outsourced partners. Perfecting the compliance framework within templates.
• Develop and document advice strategies across superannuation, retirement planning, investment portfolios, insurance, estate planning and wealth management.
• Work closely with advisers to understand each client scenario, identify strategy options and help shape advice that is technically sound, practical and clearly explained.
• Research products, platforms and structures, complete financial modelling where required, and support advisers in navigating complex advice matters.
• Maintain strong compliance standards and ensure advice documents meet regulatory and licensee requirements.
• Contribute to process improvements, templates and workflow efficiencies within the advice team ideally with PlutoSoft experience.

About You

• Previous experience in a senior paraplanning role within an Australian financial planning practice.
• Strong technical knowledge of advice strategies, compliance requirements and financial planning processes.
• Be self-organised, and able to take ownership and responsibility of the role
• Experience preparing complex advice documents and supporting advisers with strategy development. You will be curious and a keen researcher.
• High attention to detail, strong written communication, forward thinking, and with the ability to make solution-oriented improvements of your own initiative
• Confidence using financial planning software, with PlutoSoft experience highly regarded

Why Join Financial Pathfinders?

• Modern, secure Perth CBD practice with end of trip facilities, conveniently located to major transport hubs.
• Work alongside experienced advisers with strong technical backgrounds across local, interstate and international client matters.
• Contribute to advice that is thorough, client-centered and designed around each person’s broader financial wellbeing.
• Enjoy a professional, collaborative team environment where quality thinking and careful execution is key. We are a small team where every member is valued.
• Develop your technical expertise across a wide range of advice areas, including superannuation, investments, insurance, retirement planning, estate planning and expat financial planning.
• This is a long term career role for the right applicant.