Senior Paraplanner: Hybrid Role with Path to Financial Adviser

Exchange Street Claims ltd; Newcastle; Hybrid; AUD 91,000 - 111,000; Full time

Benefits offered by this job

Exam funding

Professional development

Hybrid work

Office/home split

Job summary

Exchange Street Financial Services Ltd is hiring a Paraplanner to join a busy technical planning team. You will work with Financial Advisers to formulate advice for high‑value clients across pensions, investments, tax planning, trusts and protection.

The role includes product research, report writing and mentoring junior staff. After training, the position offers hybrid work (two days in the office, three days at home) with a clear route into financial advice and funded qualifications.

Qualifications

• Paraplanning experience or near completion of Level 4 Diploma in Financial Planning.
• Strong report writing and research skills.
• Ability to mentor junior team members and manage a steady caseload.

Responsibilities

• Form suitable advice across pensions, investments, tax planning, trusts and protection.
• Complete product research and write reports using the in-house planning system and templates.
• Mentor and train junior team members; support advisers in a hybrid working environment.

Skills

Paraplanning

Report writing

Mentoring

Research

Education

Level 4 Diploma in Financial Planning

Tools

Planning system

Job description

Exchange Street Financial Services Ltd is hiring a Paraplanner to join a busy technical planning team. You will work with Financial Advisers to formulate advice for high‑value clients across pensions, investments, tax planning, trusts and protection.

The role includes product research, report writing and mentoring junior staff. After training, the position offers hybrid work (two days in the office, three days at home) with a clear route into financial advice and funded qualifications.