Focus Partners Australia
Financial Services
SeniorParaplanner–Technical&AdviceSupport
Neural analysis suggests this role is
optimal for Senior candidates.
“Senior Paraplanner – Technical & Advice Support at Focus Partners Australia. Skills: Paraplanning, Financial Advice, Risk Management. The Senior Paraplanner will serve as a technical partner to financial advisers, supporting strategy development, drafting advice documents, and ensuring advice quality and risk management. This role involves working with advanced strategies in superannuation, SMSFs, investments, taxation, and retirement planning, requiring strong technical insight and ownership of”
What You'll Achieve.
deliver superior outcomes
Industry & Context.
Strategy Development
What You'll Do.
The Senior Paraplanner will serve as a technical partner to financial advisers
supporting strategy development
drafting advice documents
and ensuring advice quality and risk management. This role involves working with advanced strategies in superannuation
and retirement planning
requiring strong technical insight and ownership of advice delivery.
How You'll Work.
Team & Collaboration
Work collaboratively as a team so we can deliver superior outcomes.
Communication Scope
Advice Document Drafting
Full Job Description
Position Summary Reporting to the Chief Operating Officer, you will act as a trusted technical partner to advisers nationally — supporting comprehensive strategy development, drafting high-quality advice documents, and contributing to advice quality, risk management and continuous improvement. You will work across advanced strategies involving superannuation, SMSFs, investments, taxation and retirement planning, and will be relied upon for judgement, technical insight and end‑to‑end ownership of advice delivery. For the right person, this role offers meaningful scope, variety, and influence — without stepping into a client‑owning adviser position. Primary Responsibilities Paraplanning offer objective, considered advice based on market-leading research; and work collaboratively as a team so we can deliver superior outcomes. This is our point of difference: a completely new experience in wealth management. #LI-SF1 About Focus Partners Australia Focus Partners Australia is part of Focus Financial Partners, a leading financial services firm based in the United States, comprised of wealth management, family office, and business management services. Focus Partners Australia offers integrated capabilities in investment and portfolio management, accounting, lending, insurance and related services from its offices in Sydney, Melbourne, Brisbane and the Gold Coast. Guided by a client-first ethos, we leverage the global expertise, platforms and capital strength of Focus Financial Partners to deliver holistic, fiduciary guidance across strategic planning, portfolio management, insurance, credit and tax. By fusing local insight with world-class resources, Focus Partners Australia helps its clients protect, grow, and transition their wealth at every life stage. Discover more about Focus Partners Australia at focuspa.com.au/ or LinkedIn.
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