Senior Paraplanner

Hoxton Wealth Group; Sydney; On-site; AUD 110,000 - 140,000; Full time

Benefits offered by this job

Competitive salary

Career progression opportunities

Job summary

Hoxton Wealth Group is seeking a Senior Paraplanner in Sydney to craft high-quality, compliant advice for clients with cross-border needs. You will own the process from fact find to final SOA, acting as a technical sounding board and improving efficiency alongside advisers and compliance teams.

You will work with modern advice technology, mentor juniors, and help shape templates and workflows as the business grows. A strong background in Australian financial planning is essential.

Qualifications

• 4+ years of paraplanning experience in Australian financial advice, including complex SOAs.
• Strong knowledge of superannuation, retirement income, investments and tax.
• Understanding of the Best Interests Duty and current regulatory requirements.
• Experience using financial planning software and modelling tools.
• Excellent written communication and client-friendly documents.
• High attention to detail and ability to manage multiple priorities.

Responsibilities

• Prepare complex cross-border advice, including UK pension transfer advice.
• Review facts finds and meeting notes to shape client goals and gaps.
• Collaborate with advisers on strategy and guide implementation documents.
• Maintain accurate file notes and QA-ready files for audits.
• Identify efficiency improvements in templates, tools and workflows.

Skills

Paraplanning

Australian financial advice

Cross-border advisory

SMSF knowledge

Written communication

Education

Bachelor or Graduate Diploma in Financial Planning

Tools

Marloo

Financial planning software

Job description

About the Role

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

Adviser Partnership

• 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

Essential

• 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

Desirable

• 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

Career Path & Development

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
• Development of junior team members