Position Overview:
The Associate Paraplanner supports the advice team by preparing advice documentation, conducting research and assisting with the administration and implementation of financial advice strategies. This role is designed as a development opportunity for individuals seeking to build strong technical foundations and progress towards a long-term career in financial planning. Working alongside experienced Advisers and Paraplanners, the Associate Paraplanner will develop advice preparation skills, technical knowledge and an understanding of the end-to-end advice process.
Key Responsibilities:
- Assist in the preparation of Statements of Advice (SoAs), Records of Advice (RoAs), Review Reports and other advice documentation.
- Gather, collate and validate client information required for advice preparation.
- Maintain accurate client records and data within Xplan and other business systems.
- Assist with research on investments, superannuation, insurance and other financial products.
- Support the preparation of cashflow projections, modelling and strategy analysis under the guidance of Advisers and Paraplanners.
- Assist with the preparation of portfolio reviews, investment reports and client presentation materials.
- Support implementation activities and follow-up requests with product providers, insurers and external stakeholders.
- Monitor workflows and assist with the timely completion of advice-related tasks.
- Ensure documentation and file management practices comply with organizational and regulatory requirements.
- Assist with maintaining advice templates and supporting advice production processes.
- Develop an understanding of wholesale and retail investment products through hands-on experience and training.
- Collaborate with Advisers, CSOs and Paraplanners to support client outcomes.
- Participate in training, professional development and mentoring opportunities.
- Contribute to continuous improvement initiatives within the advice support team.
Qualifications:
- 1–2 years' experience in financial services, client service, administration or adviser support.
- RG146 compliant or willingness to obtain.
- Degree in Finance, Economics, Commerce or Business desirable.
- Genuine interest in pursuing a long-term career in financial planning.
- Exposure to Xplan or similar financial planning software desirable.
Skills and Attributes:
- Strong organizational and administrative skills.
- High attention to detail and accuracy.
- Strong written and verbal communication skills.
- Desire to learn and develop technical financial planning knowledge.
- Interest in investments, superannuation, retirement planning and personal insurance.
- Strong analytical and problem-solving capability.
- Ability to manage competing priorities and meet deadlines.
- Collaborative approach and willingness to seek feedback.
- Positive attitude and commitment to professional development.
About Focus Partners Australia
Focus Partners Australia is part of Focus Financial Partners, a leading financial services firm based in the United States, comprised of wealth management, family office, and business management services. Focus Partners Australia offers integrated capabilities in investment and portfolio management, accounting, lending, insurance and related services from its offices in Sydney, Melbourne, Brisbane and the Gold Coast. Guided by a client-first ethos, we leverage the global expertise, platforms and capital strength of Focus Financial Partners to deliver holistic, fiduciary guidance across strategic planning, portfolio management, insurance, credit and tax. By fusing local insight with world-class resources, Focus Partners Australia helps its clients protect, grow, and transition their wealth at every life stage. Discover more about Focus Partners Australia at focuspa.com.au/ or LinkedIn.
