Paraplanner

Profusion Group ·www.profusiongroup.com

Location Brisbane, Queensland, Australia
Work type Hybrid
Type Full time
Level Mid
Source Shazamme
Financial Planning
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Paraplanner (Mid-Senior) | Brisbane | Hybrid

An award-winning financial advice firm with over 40 years of leadership is seeking an experienced paraplanner to support a growing team of advisers in a collaborative, high-quality advice environment. Join an established team where your technical expertise and teamwork will make a real difference.

The Role
  • Manage end-to-end SOA preparation with a blend of strategy support and production.
  • Collaborate closely with advisers, contributing to strategy development and mentoring junior team members.
  • Work within a structured advice framework focused on quality, accuracy, and consistency.
  • Deliver client-centric, goals-based advice using passive model portfolios
Requirements
  • 3-5+ years paraplanning experience with proven ability to manage full SOA production independently.
  • Proficiency in Xplan: WealthSolver, Xtools+, modelling, and document generation.
  • Strong technical skills across super, pensions, investments, gearing, SMSF exposure, and entity structures.
  • Deep understanding of financial planning legislation and compliance requirements.
  • High competency in Microsoft Office; familiarity with SharePoint and Salesforce advantageous.
  • Relevant financial planning qualifications preferred, plus commitment to continuous learning.
What’s on Offer
  • Permanent Brisbane role with hybrid flexibility (school hours negotiable).
  • Salary up to $100,000 + super.
  • Supportive culture with strong systems, established processes, and focus on quality over volume.
  • Opportunity to grow within a respected firm delivering consistent, client-first outcomes.
This role suits a technically strong paraplanner who thrives in collaborative environments and values precision in high-quality advice delivery. If you would like to discuss this role in further detail, please call Ben MacKenzie on 0400302396

Frequently asked questions

Who is hiring for the Paraplanner role?
Profusion Group is hiring for the Paraplanner position, a Shazamme client. Apply directly on the employer's career site.
Where is the Paraplanner job located?
The Paraplanner role with Profusion Group is based in Brisbane, QLD, AU. The role is hybrid-friendly.
Is the Paraplanner role remote?
Yes — the Paraplanner position at Profusion Group is hybrid. Candidates based in AU are preferred.
Is the Paraplanner role full-time or contract?
This is a full time position at Profusion Group.
What experience level is the Paraplanner role?
The Paraplanner position is aimed at mid-level candidates.
How do I apply for the Paraplanner role at Profusion Group?
Apply directly on Profusion Group's career page via the Apply button on this listing. ZammeJobs links straight through to the employer's ATS — no third-party form, no resume database.
Apply direct