Grow your skills with Australia’s leading superannuation administrator backed by a global financial institution.
MUFG Pension & Market Services connects millions of people with their assets, and our Retirement Solutions business is at the centre of a growing industry. Bring your developing superannuation expertise and step into a role where you'll work with household-name clients, gain exposure to complex advice work, and accelerate your career in a dynamic environment.
As a Paraplanner within our Advice business, you'll provide end-to-end paraplanning support to a team of experienced financial advisers, helping deliver high-quality, compliant financial advice to members of some of Australia's largest superannuation funds. This is an excellent opportunity for someone with superannuation experience who enjoys technical advice work and wants to further develop their career in financial advice.
What you'll be doing
- Manage end-to-end paraplanning activities across Statements of Advice (SOAs), Records of Advice (ROAs) and related advice documentation.
- Support financial advisers by preparing accurate, compliant and client-focused advice documents.
- Utilise Xplan, including XTOOLS+ and WealthSolver, to model strategies and prepare advice recommendations.
- Work closely with advisers to develop tailored superannuation, retirement and wealth accumulation strategies for members.
- Ensure advice documentation meets compliance requirements, internal policies and regulatory obligations.
- Monitor legislative and regulatory changes and apply them to advice preparation processes.
- Manage competing priorities and turnaround timeframes while maintaining exceptional attention to detail.
- Contribute to process improvement initiatives and projects that enhance team efficiency and advice delivery outcomes.
About you
To be successful in this role, you will bring:
- 1-3 years' experience in a paraplanning role.
- Demonstrated superannuation experience and understanding of advice strategies within the superannuation environment.
- Strong working knowledge of Xplan, with exposure to XTOOLS+ and WealthSolver highly regarded.
- Experience preparing SOAs, ROAs and other financial advice documentation.
- Strong technical knowledge across key areas of financial advice.
- Excellent attention to detail, analytical capability and organisational skills.
- A customer-focused mindset with a passion for helping people achieve better financial outcomes.
- The ability to manage multiple priorities in a structured and evolving environment.
- Completion of the FASEA exam is advantageous but not essential.
- Evidence of completed relevant CPD.
- Approved qualifications/bridging education requirements by the FAR
Some of our Employment Benefits
- Flexible Working – hybrid model enabling our employees to work in the office and at home
- Purchased Leave, Parental Leave, Volunteer Leave, Gender transition leave, Well-being leave
- Employee Recognition Program - to recognise people who are demonstrating our values and Company purpose
- Talent Referral Program
- Salary Sacrificing via Superannuation
- Employee Assistance Program
- Learning & Development - Development at your fingertips via self-paced learning, including educational assistance support
- Employee discounts – Access discounted rates and offers from a variety of providers including Bupa and Microsoft!
- Novated Car Leasing
Culture at MUFG Pension & Market Services
We are an inclusive employer whose people work collaboratively. We encourage, support and value the various talents and perspectives of our people and promote a flexible and blended work environment where our people can thrive, and their wellbeing is supported. We know that diversity drives better client outcomes, continuous improvement, and growth. Be part of our company and together we will achieve our full potential.
We treat all individuals fairly and equitably and do not discriminate on the basis of diverse characteristics including, but not limited to gender, gender identity, sexual orientation, age, ethnicity, cultural background, physical abilities/disabilities, religious or political belief, marital or family status or carers responsibilities.
How to apply
Ready to take the next step in your career? Apply now with your resume and detailed cover letter highlighting your skills, experience, and why you would be a good fit for the role.
Candidates must have the relevant work rights to be considered for an opportunity at MUFG Pension & Market Services. Successful applicants will be required to complete background screening prior to commencement of employment.
MUFG Pension & Market Services is a global, digitally enabled business that empowers a brighter future by connecting millions of people with their assets – safely, securely and responsibly.
Through our two businesses MUFG Retirement Solutions and MUFG Corporate Markets, we partner with a diversified portfolio of global clients to provide robust, efficient and scalable services, purpose-built solutions and modern technology platforms that deliver world class outcomes and experiences.
A member of MUFG, a global financial group, we help manage regulatory complexity, improve data management and connect people with their assets, through exceptional user experience that leverages the expertise of our people combined with scalable technology, digital connectivity and data insights.
Our MUFG Retirement Solutions division combines its proprietary technology, process and people to deliver a comprehensive financial data solution to its superannuation clients. We support clients across all superannuation fund sectors including government, industry, retail and corporate.
By accompanying our core member and employer administration with a full range of value-added services, we offer the most comprehensive superannuation administration solution on the market. The scale, adaptability and ease of use of our proprietary systems, in conjunction with our integrated analytics offering, allow us to innovate and grow with the needs of our clients.
MUFG Pension & Market Services is building a dynamic, client focused, caring and inclusive culture that is built on the foundations of an entrepreneurial spirit, effective risk management, empathy and trust, and underpinned by its core values.
We are an inclusive employer whose people work collaboratively. We encourage, support and value the various talents and perspectives of our people and promote a flexible and blended work environment where our people can thrive and their wellbeing is supported. We know that diversity drives better client outcomes, continuous improvement, and growth. Be part of the MUFG Pension & Market Services journey and together we will achieve our full potential.
We treat all individuals fairly and equitably and do not discriminate on the basis of diverse characteristics including, but not limited to gender, gender identity, sexual orientation, age, ethnicity, cultural background, physical abilities/disabilities, religious or political belief, marital or family status or carers responsibilities.
Candidates must have the relevant work rights to be considered for an opportunity at MUFG Pension & Market Services. Successful applicants will be required to complete background screening prior to commencement of employment.
