Paraplanner – Boutique Wealth & Accounting Firm | Moorabbin

Great opportunity for an ambitious and detail-driven Paraplanner ready to level up your career? Join a boutique, independent accounting and wealth management firm with a highly diversified client base—ranging from high-net-worth individuals to successful business owners. This is your chance to make a real impact in a firm that values personal growth, quality advice, and strong client relationships.

As we continue to grow our wealth management, insurance, and SMSF offering, we’re seeking a passionate team player to help take our financial planning department to the next level.

Why Join Us?

• Prime Moorabbin location – accessible and community-focused
• $70K – $90K salary (based on experience and capability)
• Work with an established portfolio of clients as your base
• Be part of a tight-knit, supportive team that values mentorship and collaboration
• Career progression opportunities into senior advice or compliance roles
• Exposure to comprehensive financial strategies, including investments, insurance, and superannuation
• A genuine opportunity to grow within a firm that invests in its people and celebrates success

What You’ll Be Doing:

• Preparing high-quality Statements of Advice (SOAs) and personalised Wealth Plans
• Supporting Financial Advisers and liaising directly with HNW clients
• Managing end-to-end client servicing, from onboarding to reviews and renewals
• Performing detailed financial modelling, projections, and research
• Creating and maintaining accurate and compliant file notes and documentation
• Assisting with investment strategy reviews and portfolio reweighting analysis
• Coordinating insurance quotes, renewals, and claims support
• Booking client meetings and handling ongoing client communications
• Ensuring all advice and documentation meets regulatory and compliance standards
• Maintaining both electronic and physical client records with precision
• Drafting professional correspondence and reports for clients and internal use

What We’re Looking For:

You’re a motivated Paraplanner with a strong work ethic, a passion for financial advice, and a hunger to grow. You’re naturally analytical, client-focused, and thrive in an environment where no two days are the same.

Ideally, you will have:

• 1–3+ years of paraplanning or adviser support experience
• Completed or working towards a Diploma of Financial Planning or equivalent (RG146 compliant)
• Familiarity with Xplan or similar financial planning software
• Strong knowledge across superannuation, insurance, and investment products
• Excellent communication and organisation skills
• A proactive mindset and commitment to continuous learning

Ready to Grow with Us?

This is more than just a job—it’s a career pathway in a firm that genuinely cares about your development. If you're excited to be part of a boutique firm that delivers real value to its clients and empowers its people, we want to hear from you.

Apply now with your resume. Shortlisted candidates will be contacted within 24–48 hours.