Paraplanner jobs in Sydney NSW
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- Macquarie Group LimitedSydney NSW
- Parental leave
- Annual leave
- Employee assistance program
- Matched giving program
- Salary packaging
- Paid volunteer leave
- Our Private Bank team supports clients with complex financial needs by delivering tailored, long‑term wealth and investment solutions.
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- Perpetual LimitedSydney NSW
- Work from home
- With a diverse range of capabilities including strategic advice on superannuation and retirement planning, general investment, asset protection, insurance, tax…
- RSMSydney NSW
- RSM contains a fully accredited Financial Planning practice that devises practical solutions to help our clients achieve their goals.
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- Plenti GroupSydney NSW
- Paid volunteer leave
- As a Referrer Support Specialist at Plenti, you’ll be on the front line supporting our broker and installer partners as they guide customers through the loan…
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- Focus Financial PartnersSydney NSW
- Reporting to the Chief Operating Officer, you will act as a trusted technical partner to advisers nationally — supporting comprehensive strategy development,…
- Perpetual LimitedSydney NSW
- Work from home
- Flexible Work Environment: Work where we work best – whether in the office or from home.
- As an Associate Financial Adviser in Perpetual Wealth Management the…
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- Perpetual LimitedSydney NSW
- Work from home
- With a diverse range of capabilities including strategic advice on superannuation and retirement planning, general investment, asset protection, insurance, tax…
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Financial Adviser
Often replies in 12 daysRestSydney NSW 2010- Parental leave
- Supporting millions of Aussies since 1988 with low fees and competitive long-term performance.
- Provide tailored super, insurance and retirement advice that puts…
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- Focus Partners Australia & Escala PartnersSydney NSW
- Reporting to the Chief Operating Officer, you will act as a trusted technical partner to advisers nationally — supporting comprehensive strategy development,…
- News CorpSydney NSW 2000
- Parental leave
- Paid volunteer leave
- Onsite gym
- Birthday leave
- You will deliver critical insights, analysis, and reporting that help drive strategic decision-making across Sky News.
- News CorpSydney NSW 2000
- Parental leave
- Paid volunteer leave
- Onsite gym
- Birthday leave
- You will deliver critical insights, analysis, and reporting that help drive strategic decision-making across Sky News.
- Hoxton WealthSydney NSW
- This position offers the opportunity to make a significant impact by enhancing client relationships, providing comprehensive advice, and helping clients achieve…
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- AVEOSydney NSW 2000
- Referral program
- Health insurance
- Annual leave
- Employee assistance program
- And Retirement Living (Aveo), we deliver high-performing, sustainable, community-driven assets across the full property lifecycle.
- hipages GroupSydney NSW
- Paid volunteer leave
- This role owns the day-to-day running of hipages' FP&A function, taking accountability for how the Group monitors, models and reports its commercial performance…
- MercerSydney NSW
- At Mercer Financial Advice, we help clients achieve their financial goals through personalised advice and comprehensive planning, delivering tailored solutions…
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- Septennial GroupSydney NSW 2000
- You'll be responsible for the performance, technical excellence, compliance, commercial growth and ongoing evolution of our Financial Planning division.
- View all Septennial Group jobs - Sydney jobs - Head of Finance jobs in Sydney NSW
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Job Post Details
Paraplanner - job post
3.83.8 out of 5 stars
Sydney NSW•Hybrid work
Permanent, Full-time
You must create an Indeed account before continuing to the company website to apply
Job details
Job type
- Permanent
- Full-time
Location
Sydney NSW•Hybrid work
Benefits
Pulled from the full job description
- Parental leave
- Annual leave
- Employee assistance program
- Matched giving program
- Salary packaging
- Paid volunteer leave
- Work from home
Full job description
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.
This role is open to candidates based in either Brisbane or Sydney.
We are a global financial services group operating in 30 markets with 57 years of unbroken profitability. At Macquarie, you’re empowered to shape a career that is fulfilling and creates value. You will bring your insights and expertise to the task at hand and feel supported as you make your own kind of impact for a better future.
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.
We love hearing from anyone inspired to build a better future with us, if you're excited about the role or working at Macquarie we encourage you to apply.
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:
- 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. To learn more, contact our team by clicking here.
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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