Senior Paraplanner (Hybrid) – High-Impact Wealth Planning

Godfrey Group Recruitment; Melbourne; Hybrid; AUD 85,000 - 120,000; Full time

Job summary

Godfrey Group Recruitment is seeking two Senior Paraplanners to support advisers across wealth management. The roles are available as permanent positions or 6-month contracts with the potential for longer-term opportunities. You will be central to delivering high-quality, compliant advice and handling complex client documents.

Hybrid work is available once you settle in and complete initial training. Applicants with paraplanning and XPLAN experience, plus strong communication, are encouraged to

Qualifications

• Paraplanning experience in wealth management is required.
• Compliance exposure such as file reviews or audit responses is a real plus.
• Strong knowledge of XPLAN and client documentation standards.

Responsibilities

• Work with senior advisers and help them deliver high-quality advice
• Prepare personalised, compliant SoAs and RoAs
• Review and quality-check plans from the external paraplanning team
• Help clear the current backlog of plans
• Build strong relationships with the broader team and key stakeholders, including the firm's accountants
• Develop bespoke strategies and plans, and take ownership of them
• Work closely with Client Services so the client experience is seamless from start to finish
• Help keep advice files compliant and audit-ready

Skills

Paraplanning

Wealth management

Compliance exposure

Communication skills

Stakeholder engagement

Proactive attitude

Tools

XPLAN

Job description

Godfrey Group Recruitment is seeking two Senior Paraplanners to support advisers across wealth management. The roles are available as permanent positions or 6-month contracts with the potential for longer-term opportunities. You will be central to delivering high-quality, compliant advice and handling complex client documents.

Hybrid work is available once you settle in and complete initial training. Applicants with paraplanning and XPLAN experience, plus strong communication, are encouraged to