Senior Paraplanner

About the Role

Join Macquarie Group's Private Bank team providing tailored, long-term wealth and investment guidance for clients with complex financial needs. The role supports Private Bankers and specialists by crafting personalised financial advice and conducting in-depth financial modelling to ensure compliance with regulatory standards.

This position is based in either Sydney or Brisbane and is crucial to maintaining consistent, high-quality advisory outcomes while enhancing team workflows and processes.

Key Responsibilities

• Develop comprehensive financial advice documents in partnership with bankers and specialists.
• Perform detailed financial modelling tailored to clients' complex circumstances.
• Ensure all advice complies with applicable regulations and quality standards.
• Contribute to process improvements and team effectiveness.

Candidate Profile

• At least five years of substantial experience as a paraplanner, especially supporting complex financial advice for high-net-worth clients.
• Proficient with XPLAN software and experienced in using Salesforce for managing financial data.
• Strong knowledge of financial planning principles, investment strategies, and Australian regulatory frameworks.
• Meticulous attention to detail with a proven history of producing accurate and compliant advice documentation.
• Excellent communication and interpersonal skills to work collaboratively with senior professionals and enhance team outcomes.

Employee Benefits

• One additional wellbeing leave day annually.
• Up to five extra service bonus leave days each year.
• Primary caregivers receive up to 20 weeks of paid parental leave plus 12 days of transition leave; non-primary caregivers eligible for six weeks paid leave.
• Two paid volunteer leave days per year with matching donation opportunities.
• Up to twelve months of gender affirmation leave, including six weeks paid leave.
• Access to Employee Assistance Programs and health services such as skin checks and flu vaccinations.
• Diverse salary packaging options available.
• Extensive learning and development programs, including reimbursements for professional memberships or subscriptions.
• Flexible and hybrid working arrangements depending on role requirements.
• Reimbursement for home office equipment.

Inclusion Commitment

Macquarie is dedicated to fostering an inclusive workplace where all individuals feel valued regardless of race, gender, age, sexual orientation, disability, or other characteristics. Reasonable accommodations during recruitment and employment can be arranged upon request.