Our Private Bank team supports clients with complex financial needs by delivering tailored, long‐term wealth and investment solutions. Working closely with experienced bankers and specialists, the team plays a vital role in helping clients protect, grow and manage their wealth with confidence.
Location
This role is open to candidates based in either Brisbane or Sydney.
What role will you play?
As a Senior Paraplanner, you will play a key role in shaping high‐quality financial advice for clients with complex circumstances. You will partner closely with Private Bankers and specialists to develop personalised advice documents, perform detailed financial modelling and ensure advice meets regulatory standards. Your work will directly contribute to delivering consistent, high‐quality outcomes while improving processes and ways of working across the team.
What You Offer
* 5 + years extensive experience in a paraplanning role, with a strong background supporting complex financial advice for high‐net‐worth clients
* Advanced capability in XPLAN and experience using Salesforce, with confidence handling detailed financial data and modelling
* A strong understanding of financial planning principles, investment strategies and Australian regulatory requirements, with the ability to apply this knowledge in practice
* Exceptional attention to detail, with a proven track record of producing accurate, compliant and well‐structured advice documents
* Excellent communication and stakeholder engagement skills, with the confidence to collaborate effectively with senior professionals and contribute constructively to team outcomes
What We Offer
At Macquarie, you're empowered to shape a career that's rewarding in all the ways that matter most to you. Macquarie employees can access a wide range of benefits which, depending on employment type, include:
Benefits
* 1 wellbeing leave day per year
* Up to 5 additional service bonus leave days per year
* Up to 20 weeks' paid parental leave for primary caregivers along with 12 days of transition leave upon return to work, and 6 weeks' paid leave for non‐primary caregivers
* 2 days of paid volunteer leave and donation matching
* Up to 12 months' gender affirmation leave, including 6 weeks' paid leave
* Access to Employee Assistance Program and wellbeing benefits including skin and health checks, and flu vaccinations
* Access to a wide range of salary packaging options
* Access to a wide range of learning and development opportunities, including reimbursement for professional membership or subscription
* Hybrid and flexible working arrangements, dependent on role
* Reimbursement for work from home equipment
About Banking and Financial Services
Banking and Financial Services is our technology‐driven retail bank. You will be part of a team that supports clients to achieve their full potential - whether that's buying a home, growing a business or investing to manage wealth.
Our commitment to diversity, equity and inclusion
We are committed to fostering a diverse, equitable and inclusive workplace. We encourage people from all backgrounds to apply and welcome all identities, including race, ethnicity, cultural identity, nationality, gender (including gender identity or expression), age, sexual orientation, marital or partnership status, parental, caregiving or family status, family and domestic violence status, neurodiversity, religion or belief, disability, or socio‐economic background. We welcome further discussions on how you can feel included and belong at Macquarie as you progress through our recruitment process.
Our aim is to provide reasonable adjustments to individuals who may need support during the recruitment process and through working arrangements. If you require additional assistance, please let us know in the application process.
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