Strategic Paraplanner — Retirement, Super & Investments

UniSuper; Adelaide; Hybrid; AUD 75,000 - 110,000; Full time

Benefits offered by this job

60% in-office work

Development budget

Wellbeing leave

Diversity & inclusion

Job summary

UniSuper is seeking an experienced Paraplanner to support our Advice team across superannuation, retirement planning, investments and insurance. You’ll work with Advisers to develop tailored strategies while preparing high-quality Statements of Advice and documentation.

We value curiosity, collaboration and commercial thinking. You’ll contribute to strategic thinking, handle complex scenarios, and help shape better member outcomes in a fast-paced environment.

Qualifications

• Solid paraplanning experience within financial advice.
• Strong knowledge across superannuation, retirement planning, investments and insurance.
• Experience preparing Statements of Advice and supporting documentation.
• Excellent written communication skills and attention to detail.
• Analytical and problem-solving capabilities.
• Ability to manage competing priorities in a fast-paced environment.
• Experience using financial planning software such as Xplan.

Responsibilities

• Prepare high-quality Statements of Advice and supporting documentation.
• Develop tailored advice strategies with Advisers.
• Collaborate with Advisers to navigate complex scenarios.
• Contribute to strategic thinking behind the advice.

Skills

Paraplanning

Superannuation

Retirement planning

Investments

Insurance

Attention to detail

Tools

Xplan

Job description

UniSuper is seeking an experienced Paraplanner to support our Advice team across superannuation, retirement planning, investments and insurance. You’ll work with Advisers to develop tailored strategies while preparing high-quality Statements of Advice and documentation.

We value curiosity, collaboration and commercial thinking. You’ll contribute to strategic thinking, handle complex scenarios, and help shape better member outcomes in a fast-paced environment.