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Senior paraplanner

Warrnambool
Forbes Fava Financial Planning
Posted: 16 February
Offer description

Senior ParaplannerComplex Advice | Leadership Pathway | Boutique Practice Geelong | Full-Time | Office-BasedWe're a boutique, advice-led financial planning practice with a strong focus on quality, strategy and doing things properly.We're looking for an experienced Senior Paraplanner who enjoys working on thoughtful, complex advice, takes pride in high standards, and is ready to step into a role with real influence — not just document production.This role offers scope to lead, mentor, and contribute to compliance and Responsible Manager functions as the practice continues to grow.The OpportunityYou'll work closely with advisers to bring strategies to life, across a wide range of client scenarios — from straightforward to technically complex. Beyond paraplanning, you'll play a key role in maintaining advice quality, supporting compliance, and guiding other paraplanners.This role suits someone who values autonomy, trust and professional judgement, and who wants to be part of a close-knit, high-performing team.What You'll Be DoingPreparing high-quality SOAs and ROAs, including complex strategiesWorking across SMSFs, trusts, managed accounts and sophisticated advice structuresStrategy modelling using Xplan, Xtools and Xplan ModellingConducting research using ProductRex and Risk ResearcherReviewing and quality-checking advice prepared by other paraplannersSupporting compliance activities such as file reviews and auditsAssisting the Compliance Function and Responsible Managers with AFSL obligationsContributing to continuous improvement of templates, workflows and advice standardsAbout You2+ years' experience in an intermediate to advanced paraplanning roleStrong experience with complex advice, including SMSFs and trustsDetail-oriented, organised and comfortable working independentlyConfident with strategy and able to think beyond templatesExperience with managed accounts / SMAs (highly regarded)Experience in a self-licensed environment (desirable, not essential)Interested in leadership, mentoring and compliance responsibilitiesWhy Join Us?Work on genuinely strategic, high-quality adviceBe part of a boutique, values-driven practiceOpportunity to grow into leadership, compliance or Responsible Manager responsibilitiesSupportive, professional environment with high standardsStable, full-time role based in GeelongHow to ApplyPlease submit your resume and a brief cover letter outlining your experience and interest.Applications close Sunday, 22 February.Early applications are encouraged.

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