In-Demand Paraplanner Jobs in Sydney, Nsw

Paraplanner
Macquarie Group Limited —Sydney NSW
- Full-time
- Hybrid work
- Salesforce
- Communication skills
- Annual leave
- Work from home
Paraplanner, Perpetual Wealth Management
Perpetual Limited —Sydney NSW
- Full-time
- Hybrid work
- Organisational skills
- Time management
- Work from home
Senior Paraplanner – Technical & Advice Support
Focus Financial Partners —Sydney NSW
- Management
- Financial services
- Communication skills
Senior Paraplanner – Technical & Advice Support
Focus Partners Australia & Escala Partners —Sydney NSW
- Management
- Financial services
- Communication skills
Quick Apply

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Paraplanner, Perpetual Wealth Management
Perpetual Limited —Sydney NSW
With a diverse range of capabilities including strategic advice on superannuation and retirement planning, general investment, asset protection, insurance, tax…
Perpetual Wealth Management Graduate Program 2027
Perpetual Limited —Sydney NSW
Salary packaging and daily discounts across groceries, fuel, technology, fashion, dining, and more. Our advisers provide strategic advice on superannuation and…

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Paraplanner

Macquarie Group Limited -
Sydney NSW

Apply Now

Job Details

Permanent | Full-time

Benefits

Matched giving program
Annual leave
Work from home
Parental leave
Employee assistance program
Paid volunteer leave
Salary packaging

Qualifications

Investment
Financial planning
Salesforce
Communication skills

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.

Apply Now

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paraplanner jobs in sydney, nsw

Paraplanner

Paraplanner, Perpetual Wealth Management

Senior Paraplanner – Technical & Advice Support

Senior Paraplanner – Technical & Advice Support

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