Senior Paraplanner

About the Role

The Private Bank team assists clients with complex financial requirements by offering tailored, long-term wealth and investment solutions. Collaborating closely with experienced bankers and specialists, this team is pivotal in helping clients safeguard, grow, and manage their wealth confidently. This Senior Paraplanner role is available for candidates located in Brisbane or Sydney.

Macquarie is a global financial services organization active across 30 markets with a track record of 57 years of consecutive profitability. Employees are encouraged to forge a fulfilling career while contributing meaningful impact for a better future.

Key Responsibilities

• Develop high-quality, personalized financial advice documentation for clients with complex needs.
• Collaborate closely with Private Bankers and specialists to craft tailored advice solutions.
• Execute detailed financial modelling to support the advice process.
• Ensure all advice complies fully with regulatory standards.
• Drive continuous improvement in processes and team collaboration methods to enhance service delivery.

Candidate Profile

• Possesses over five years of robust paraplanning experience, particularly in supporting sophisticated advice for high-net-worth individuals.
• Highly proficient in XPLAN, with practical experience using Salesforce and handling comprehensive financial data and modelling tasks.
• Deep understanding of financial planning principles, investment strategies, and pertinent Australian regulatory frameworks, with applied expertise.
• Meticulous attention to detail proven by a record of producing accurate, compliant, and well-organized advice documents.
• Strong communicator able to engage stakeholders effectively and collaborate with senior professionals, contributing positively to team success.

Benefits and Culture

• One wellbeing leave day annually.
• Up to five additional service bonus leave days per year.
• Parental leave of up to 20 weeks for primary caregivers, along with 12 days of transition leave after return, plus six weeks paid leave for non-primary caregivers.
• Two paid volunteer leave days along with donation matching initiatives.
• Up to 12 months gender affirmation leave, including six weeks paid.
• Access to Employee Assistance Programs, wellness benefits including health checks and flu vaccinations.
• Variety of salary packaging options.
• Extensive professional learning and development opportunities, including reimbursements for memberships and subscriptions.
• Flexible and hybrid working arrangements depending on role requirements.
• Reimbursement for home office equipment to support remote work.

Inclusion and Accessibility

Macquarie is devoted to fostering an inclusive workplace where diverse experiences and perspectives are embraced. Opportunities are offered regardless of race, religion, gender identity, sexual orientation, disability, veteran status, and other protected characteristics. Reasonable accommodations are available during recruitment and employment; candidates can request support as needed.