Paraplanner - Banking and Financial Services
Macquarie Group
Date: 14 hours ago
City: Brisbane, Queensland
Contract type: Full time
Our Paraplanning team plays a vital role in supporting bankers by preparing high-quality, compliant, and strategically accurate advice documents. By collaborating with various stakeholders and ensuring adherence to compliance standards, we deliver tailored financial solutions that meet client needs and regulatory requirements.
At Macquarie, our advantage is bringing together diverse people and empowering them to shape all kinds of possibilities. We are a global financial services group operating in 31 markets and with 56 years of unbroken profitability. You’ll be part of a friendly and supportive team where everyone - no matter what role - contributes ideas and drives outcomes.
What role will you play?
As a Paraplanner, you will be responsible for preparing accurate and compliant advice documents, such as Statements of Advice (SoAs) and Wholesale Advice Documents (WADs), tailored to meet client goals and objectives. You will collaborate closely with Bankers and internal stakeholders to refine recommendations, conduct detailed financial calculations, and ensure all advice aligns with compliance standards. Your role will also include reviewing advice submissions, maintaining detailed records, and providing coaching to Bankers on documentation standards. Additionally, you will manage your workload to meet service level agreements and escalate any compliance or process inefficiencies as needed.
What You Offer
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.
At Macquarie, our advantage is bringing together diverse people and empowering them to shape all kinds of possibilities. We are a global financial services group operating in 31 markets and with 56 years of unbroken profitability. You’ll be part of a friendly and supportive team where everyone - no matter what role - contributes ideas and drives outcomes.
What role will you play?
As a Paraplanner, you will be responsible for preparing accurate and compliant advice documents, such as Statements of Advice (SoAs) and Wholesale Advice Documents (WADs), tailored to meet client goals and objectives. You will collaborate closely with Bankers and internal stakeholders to refine recommendations, conduct detailed financial calculations, and ensure all advice aligns with compliance standards. Your role will also include reviewing advice submissions, maintaining detailed records, and providing coaching to Bankers on documentation standards. Additionally, you will manage your workload to meet service level agreements and escalate any compliance or process inefficiencies as needed.
What You Offer
- Strong understanding of financial planning principles, investment strategies, and regulatory requirements, with expertise in financial planning software such as XPLAN
- High attention to detail, with proven ability to draft accurate advice documents and perform precise financial calculations
- Excellent communication skills to engage effectively with stakeholders and articulate advice recommendations clearly
- Strong organisational skills, with the ability to manage multiple priorities and maintain detailed records to ensure compliance
- A proactive and collaborative approach, with the ability to provide coaching and guidance to team members and stakeholders.
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.
See more jobs in Brisbane, Queensland