Senior Paraplanner

About the Role

The Private Bank team focuses on meeting complex financial needs by providing customised, long-term wealth and investment strategies. As a Senior Paraplanner, you will collaborate with Private Bankers and experts to deliver tailored advice for clients with sophisticated financial situations. Your responsibilities include creating detailed financial models, preparing personalised advice documents, and ensuring compliance with regulatory standards. This position is critical in maintaining consistent, top-quality client outcomes and enhancing team processes.

This position is open to candidates located in Brisbane or Sydney.

Required Qualifications and Experience

• More than five years of substantial paraplanning experience, especially supporting high-net-worth clients with complex financial advice.
• Proficient in using XPLAN and experienced with Salesforce, capable of managing intricate financial data and modelling.
• Strong foundation in financial planning principles, investment approaches, and Australian regulatory frameworks, with practical application skills.
• Exceptional attention to detail with a proven history of generating precise, compliant, and well-organised advice documents.
• Excellent communication and stakeholder management abilities, confident in working with senior professionals and contributing positively to team objectives.

Benefits

• One day of wellbeing leave annually.
• Up to five additional service bonus leave days per year.
• Paid parental leave up to 20 weeks for primary caregivers, plus 12 days of transition leave post-return, and six weeks paid leave for non-primary caregivers.
• Two days of paid volunteer leave with donation matching.
• Up to 12 months of gender affirmation leave including six weeks paid leave.
• Access to Employee Assistance Program and health and wellness initiatives such as skin and health checks and flu vaccinations.
• Various salary packaging options.
• Extensive learning and development programs including reimbursement for professional memberships and subscriptions.
• Hybrid and flexible working arrangements depending on the role.
• Reimbursement for home office equipment expenses.

Our Commitment to Diversity and Inclusion

Macquarie fosters an inclusive culture that values diverse experiences, skills, and viewpoints. Equal opportunities are provided regardless of race, colour, religion, sex, sexual orientation, national origin, age, disability, veteran status, genetic background, marital status, gender identity, or other attributes. Reasonable accommodations are offered during recruitment and employment to support individual needs.