About Euroz Hartleys Limited
Euroz Hartleys is Western Australia’s leading financial services firm, entering an exciting new chapter as we evolve into a pure-play Private Wealth business. Our team of more than 55 Private Wealth Advisers brings deep experience, specialist expertise, and a shared commitment to helping clients achieve their financial goals.
We are proud to be recognised as an employer of choice, having been named Employer of the Year at the 2024 Women in Wealth Awards, followed by a Highly Commended recognition in 2025 and finalist status again in 2026.
As we continue to grow and shape the future of Private Wealth, we invite you to be part of our journey. Join us.
The Opportunity – Senior Paraplanner / Advice Services Coordinator
Bored with writing SOAs but still love the technical side of the role?
This could be the perfect next step.
We're looking for an experienced Paraplanner or technical advice professional who wants to take their expertise beyond traditional SOA writing. In this role, you'll use your technical knowledge to review advice documents, support advisers, manage workflow and lift the quality of advice across the business.
You'll be the person who can spot when something isn't quite right, ask the right questions, and ensure advice documents are accurate, compliant and delivered efficiently. If you enjoy the technical side but are ready for a broader, more collaborative role where you can make a real impact, we'd love to hear from you.
Key Responsibilities
- Manage the end-to-end SoA workflow pipeline, ensuring work is prioritised effectively and delivered within agreed timeframes
- Act as the primary liaison between Private Wealth Advisers and outsourced paraplanners enabling clear communication and seamless delivery
- Validate and uplift client related information, ensuring it is complete, accurate, and ready for SoA production, while working closely with advisers and their support staff to improve upfront quality, reduce rework, and drive faster turnaround times
- Review Statements of Advice to ensure they are:
- Technically accurate
- Fit for purpose and aligned to client objectives
- Compliant with regulatory requirements
- Identify and implement opportunities to streamline processes and enhance collaboration across advisers and external partners
About you
At Euroz Hartleys, being able to bring your whole self to work matters. We live our values of Relationships, High Performance, Integrity, Accountability and Respect.
To be successful in this role, you will bring:
- Previous paraplanning experience
- Solid expertise in Statement of Advice (SoA) preparation and review, including compliance obligations and best interest duty requirements
- Strong working knowledge of Xplan and its application within advice processes
- Proven ability to manage high-volume workflows while maintaining accuracy and quality in a fast-paced environment
- Understand the importance of communication and collaboration in achieving high quality outcomes
- Strong problem-solving skills, with the ability to identify issues, implement improvements, and enhance efficiency and turnaround times
- Demonstrated experience working collaboratively with multiple stakeholders, including advisers and external providers
- Exceptional attention to detail, with a consistent track record of delivering accurate, high-quality and compliant documentation
What we can offer
- Beautifully appointed office in QV1
- Free onsite Gym, Tennis Courts and Basketball court
- Discretionary bonus scheme
- Range of employee benefits
- Discount health insurance with HBF
- Team environment
- Work life balance
- Income protection insurance
Supporting a diverse workforce
We recognise the uniqueness of our employees, and the skills and experiences each and every member of our team can bring to Euroz Hartleys. We see the value of diverse voices and we are continuing our journey toward greater Diversity, Equity and Inclusion. We invite you to join us on this journey.
How to apply
If you feel you are a suitable candidate, please submit your application by clicking on the ‘Apply’ button.
All applications received will be treated with utmost confidentiality.
If you would like to discuss this opportunity further, please contact Gemma Crawford - Human Resources Manager on 08 9268 3049.
Please note, applications from recruitment agencies or individuals on a working holiday visa will not be considered
