Senior Paraplanner | XPLAN Expert for Boutique Finance

Work Initiatives; Brisbane; Hybrid; AUD 70,000 - 95,000; Full time

Benefits offered by this job

Bonuses

Work-from-home option

Professional development

Career progression

Industry training

Job summary

Work Initiatives is seeking a Paraplanner to support our financial advice team in Brisbane. You will prepare compliant SOAs, monitor regulatory changes, and assist with strategy development under AFSL guidelines.

Two years of paraplanning experience plus advanced XPLAN skills are required. The role emphasizes attention to detail, client focus, and building strong internal relationships within a boutique practice.

Qualifications

• Minimum 2 years paraplanning experience.
• Strong working knowledge of XPLAN.
• Advanced proficiency in XPLAN.
• Attention to detail with pride in your work.
• Building and maintaining strong, long-term collegial relationships with internal staff and peers.

Responsibilities

• Work closely with paraplanners and financial advisors to be guided on appropriate strategies.
• Prepare detailed compliant Statements of Advice (SOA) in line with AFSL requirements.
• Stay abreast of regulatory changes and compliance.
• Oversee financial administration tasks, including compliance, document preparation, and account management.
• Collaborate with advisers, admin and management to ensure holistic advice.
• Attend networking and industry events to stay connected with the financial planning community.

Skills

Paraplanning

Regulatory awareness

Communication skills

Education

Paraplanning experience (2+ years)

Australian taxation knowledge

Estate planning knowledge

Superannuation knowledge

Tools

XPLAN

Job description

Work Initiatives is seeking a Paraplanner to support our financial advice team in Brisbane. You will prepare compliant SOAs, monitor regulatory changes, and assist with strategy development under AFSL guidelines.

Two years of paraplanning experience plus advanced XPLAN skills are required. The role emphasizes attention to detail, client focus, and building strong internal relationships within a boutique practice.