Senior Paraplanner

Hoxton Wealth Group; Sydney; On-site; AUD 90,000 - 135,000; Full time

Job summary

Hoxton Wealth Group in Australia is seeking an experienced Senior Paraplanner to join our advice team. You will own the preparation of complex cross-border advice from fact find to final SOA, collaborating with advisers to deliver high-quality, compliant recommendations.

You will mentor junior paraplanners, review files, and help implement improved templates and processes using Marloo and other advice tools.

Qualifications

• 4+ years of paraplanning experience in Australian financial advice.
• Strong knowledge of superannuation, retirement income, investments and tax.
• Understanding of the Best Interests Duty and regulatory requirements.
• Experience using financial planning software, research tools and modelling tools.
• Excellent written communication and attention to detail.
• Experience mentoring paraplanners.
• UK pensions or cross-border advice experience is advantageous.
• Completed or currently studying a financial adviser related qualification.

Responsibilities

• Prepare complex cross-border advice for clients with overseas assets, including UK pension transfer advice.
• Prepare SOAs and Records of Advice across superannuation, retirement, investment, insurance, estate planning and annual reviews.
• Research and model strategies including cash flow, retirement projections, and product comparisons.
• Ensure all advice meets Best Interests Duty and Corporations Act obligations.
• Review fact finds and client meeting notes to understand goals and gaps.
• Collaborate with advisers on strategy development and challenge recommendations when needed.
• Guide team members on implementation documents.
• Review work by junior paraplanners and client services staff and mentor them.

Skills

Paraplanning experience

Cross-border advice

Mentoring paraplanners

Education

Bachelor or Graduate Diploma in Financial Planning

Tools

Marloo

Job description

We are seeking an experienced Senior Paraplanner to join our Australian advice business.Working closely with our advisers, you willresearch, model and prepare compliant, high-quality advice for a growing client base, many of whom have cross-border financial needs.

You will own advice preparation from fact find through to final Statement of Advice, act as a technical sounding board for advisers, and help improve the quality and efficiency of how we deliver advice.

Why This Role Is Different

At Hoxton, we actively invest in modern advice technology and tools to remove unnecessary admin and red tape. Our aim is to be as efficient as possible, so our people spend their time on high-value technical work and our clients get the best possible experience. You'll have a real voice in how these tools are adopted and improved.

Key Responsibilities

Advice Preparation

• Prepare complex cross-border advice for clients who have kept overseas assets after moving to Australia, including UK pension transfer advice
• Prepare SOAs and Records of Advice across superannuation, retirement, investment, insurance, estate planning and annual reviews
• Research and model strategies, including cash flow, retirement projections, and product and platform comparisons
• Make sure all advice meets the Best Interests Duty and related obligations under the Corporations Act
• Review fact finds and client meeting notes to understand client goals and identify gaps
• Work with advisers on strategy development, and challenge recommendations where needed
• Guide team members on implementation documents

Quality & Compliance

• Ensure advice files and accurate file notes are maintained, and ready for audit
• Work closely with our compliance and Quality Assurance team members and act on review feedback quickly and thoroughly
• Review work prepared by junior paraplanners and client services staff, and mentor them

Technology, Process & Improvement

• Use our advice technology and tools to work smarter, and help identify new ways to improve efficiency
• Help improve advice templates, research tools and advice workflows
• Identify bottlenecks and help improve our advice process as the business grows

Skills & Experience

• 4+ years' paraplanning experience in Australian financial advice, including writing complex SOAs and including SMSFs
• Strong technical knowledge of superannuation, retirement income, investments and tax
• Sound understanding of the Best Interests Duty and current regulatory requirements
• Experience using financial planning software, research tools and modelling tools
• Excellent written communication, with the ability to produce clear, client-friendly advice documents
• High attention to detail and strong organisational skills
• Ability to manage multiple priorities and follow structured processes
• Professional, calm, and client-focused approach
• Experience mentoring or reviewing other paraplanners' work
• Experience with UK pensions or cross-border advice (advantageous, but not essential)
• Experience with modern advice technology e.g. Marloo
• Completed or currently studying a financial adviser related qualification e.g. Bachelor or Graduate Diploma in Financial Planning

Personal Attributes

• Technically curious and confident to challenge strategies
• Enthusiastic about new technology and better ways of working
• Takes ownership of advice quality from start to finish
• Calm and organised under deadline pressure
• Collaborative, and comfortable working with advisers, operations and compliance across time zones

This role offers exposure to every part of a fast-growing Australian advice business, with specialist cross-border expertise and hands-on experience of advice technology you won't build in a typical practice. For the right candidate, there is scope to progress into paraplanning management, technical, compliance, or a fully licensed Australian financial adviser role over time.

Remuneration

• Competitive salary based on experience
• Performance and progression opportunities

How Success Is Measured

• Quality and compliance of advice, including how often it passes QA review first time
• Turnaround times and meeting deadlines
• Adviser satisfaction and less rework
• Contribution to better use of technology, templates and processes