Senior Paraplanner / Associate Planner — Career Path in Financial Planning

International Search Partners; Canberra; On-site; AUD 70,000 - 100,000; Full time

Job summary

International Search Partners in Canberra seeks an experienced Associate Planner or Paraplanner to support Senior Financial Planners. You will assist in developing technical and strategic advice for retirees and high net worth clients, attend meetings, complete fact finds, and help prepare Statements/Records of Advice.

Key tasks include client contact, inquiry resolution, and supporting the advice review process while maintaining accurate client data for compliance reporting.

Qualifications

• Paraplanning experience or senior CSO background.
• Solid understanding of Investments, Superannuation & Retirement planning.
• Proficient in Microsoft Office Suite and Excel; AI and other platforms a plus.
• Strong communication, attention to detail, and analytical skills.

Responsibilities

• Attend client meetings, complete fact find information and develop file notes.
• Research and assist in the development of technical and strategic advice.
• Assist in paraplanning: Statements of Advice and Records of Advice.
• Be the first point of contact for clients and deliver solutions to inquiries.
• Facilitate the advice review process and ensure compliant reporting.

Skills

Paraplanning experience

Financial planning

Communication skills

Attention to detail

Analytical skills

Workflow prioritisation

Education

Financial Planning qualification

Tertiary qualification

Tools

Microsoft Office Suite

Excel

AI

Job description

International Search Partners in Canberra seeks an experienced Associate Planner or Paraplanner to support Senior Financial Planners. You will assist in developing technical and strategic advice for retirees and high net worth clients, attend meetings, complete fact finds, and help prepare Statements/Records of Advice.

Key tasks include client contact, inquiry resolution, and supporting the advice review process while maintaining accurate client data for compliance reporting.