You've commenced your advice career with a passion for developing your strategic technical skills, investment and portfolio construction knowledge and a desire to build a meaningful career in private wealth. Join a boutique firm where you’ll be supported by industry experts, exposed to high-quality advice strategies, and surrounded by a team committed to your growth.
Why You’ll Love This Role
- Structured career development – mentorship from experienced advisers and technical specialists
- Exclusive client base – work on real strategies for high-net-worth individuals and families
- Privately-owned firm with a 35+ year legacy of excellence
- Tight-knit team of 10 with incredibly low staff turnover
- Central CBD location – professional, polished work environment
- Bespoke investment strategies and individual client care
- Genuine care and respect for staff and clients alike (and win awards in recognition)
As a Paraplanner, you’ll support the delivery of high-quality financial advice by assisting with research, modelling, and document preparation. You’ll work closely with the senior strategist and the advice team, gaining exposure to complex structures such as SMSFs, trusts, and investment strategies.
What You’ll Be Doing:
- Assist with data collection and analysis across super, investment, and insurance
- Using XPLAN to perform financial modelling and scenario planning
- Prepare Statement of Advice documents and client review materials
- Participate in internal strategy discussions and training sessions
- Develop your technical knowledge and industry understanding in a hands-on environment
- Support compliance checks and document accuracy
This role is ideal for a developing person who is committed to a career in financial planning and eager to learn in a supportive, highly professional setting.
You’ll Bring:
- A completed degree in Financial Planning, Commerce, Economics, or a related field
- A genuine interest in personal financial advice and wealth management
- Strong communication and organisational skills
- Attention to detail and a willingness to learn
- Basic understanding of financial products (super, insurance, investments)
- Familiarity with XPLAN is a bonus, but training will be provided
You’ll join a highly respected, long-established private wealth firm with a team that values professionalism, excellence, and integrity. With just 125 high-net-worth client relationships, every client is treated with care and attention – and the same goes for every staff member.
This is a firm where you can truly build a career, not just a job.
Keen to Get Started?
Click on the 'APPLY' button or contact Ric Zanetti at ric.zanetti@profusiongroup.com for a confidential chat.
We are committed to providing a supportive culture and positively contributing towards creating diverse and inclusive workplaces for our candidates & clients. We invite candidates of all ages, genders, sexual orientation, cultural backgrounds, people with disability, neurodiverse individuals, and Indigenous Australians to apply.
