Senior Paraplanner - Cross-Border Advice & Tech-Driven

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

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.