Senior Paraplanner – Private Wealth Advisory (Hybrid)

Macquarie Group; Sydney; Hybrid; AUD 110,000 - 150,000; Full time

Benefits offered by this job

Wellbeing leave

Parental leave

Flexible working

Volunteer leave

Wellbeing programs

Learning & development

Job summary

Macquarie Group's Private Bank in Australia is seeking a Senior Paraplanner based in Sydney or Brisbane to shape high-quality financial advice for complex client needs.

You will collaborate with Private Bankers and specialists to develop personalised advice documents, perform detailed financial modelling, and ensure compliance with regulatory standards. This role offers hybrid working and exposure to leading wealth solutions within a global group.

Qualifications

• 5+ years paraplanning experience in high-net-worth context.
• Advanced capability in XPLAN and Salesforce.
• Strong knowledge of financial planning principles and Australian regulatory requirements.
• Exceptional attention to detail and compliant, well-structured advice documents.
• Excellent communication and stakeholder engagement with senior professionals.

Responsibilities

• Shape high-quality financial advice for clients with complex circumstances.
• Partner with Private Bankers and specialists to develop personalised advice documents.
• Perform detailed financial modelling and ensure advice meets regulatory standards.
• Contribute to improving processes and ways of working across the team.

Skills

Paraplanning experience

XPLAN

Salesforce

Attention to detail

Communication skills

Tools

XPLAN

Salesforce

Job description

Macquarie Group's Private Bank in Australia is seeking a Senior Paraplanner based in Sydney or Brisbane to shape high-quality financial advice for complex client needs.

You will collaborate with Private Bankers and specialists to develop personalised advice documents, perform detailed financial modelling, and ensure compliance with regulatory standards. This role offers hybrid working and exposure to leading wealth solutions within a global group.