Senior Paraplanner - Remote Financial Planning Partner

Future Paraplanning PTY; Gold Coast City; Hybrid; AUD 90,000 - 130,000; Full time

Benefits offered by this job

Remote work after training

Competitive base salary + uncapped BON

Ongoing technical training

Collaborative team environment

Job summary

Future PP on the Gold Coast seeks an experienced paraplanner to join our team. You will partner with financial advisers as a strategic adviser, researching products and building high-quality SOAs and ROAs across various complexity levels.

Bring 5+ years paraplanning, a Diploma or degree in Financial Planning, and strong knowledge of super, retirement, SMSF and investments. You will explain complex strategies clearly and adapt to evolving technology in a remote-ready, hybrid setup.

Qualifications

• 5+ years' paraplanning experience.
• A Diploma or degree in Financial Planning.
• Strong technical knowledge across super, retirement, SMSF and investments.
• Ability to understand complex strategies and explain them clearly.
• Proficient with planning software and quick to learn new systems.
• Experience working with advisers and regulatory requirements.

Responsibilities

• Partner with advisers as a strategic adviser and build strong relationships.
• Research and compare products; identify when better options exist for clients.
• Produce high-quality SOAs and ROAs across multiple complexity levels.
• Stay updated on regulatory changes and licensee requirements while adapting processes.

Skills

Paraplanning experience

Team relationship building

Regulatory awareness

Complex strategy explanation

Tech-minded

Xplan

MS Office

Attention to detail

Education

Diploma of Financial Planning or degree

Tools

Xplan

Microsoft Office

Job description

Future PP on the Gold Coast seeks an experienced paraplanner to join our team. You will partner with financial advisers as a strategic adviser, researching products and building high-quality SOAs and ROAs across various complexity levels.

Bring 5+ years paraplanning, a Diploma or degree in Financial Planning, and strong knowledge of super, retirement, SMSF and investments. You will explain complex strategies clearly and adapt to evolving technology in a remote-ready, hybrid setup.