Paraplanner in Casey

They say 'if you love your job, you'll never work a day in your life' and at Highview, we believe that loving your job starts with the right environment, the right people and meaningful work that makes a difference. We're a multi-award winning accounting and financial advisory firm based in Victoria and Queensland with 25 years' experience helping individuals and businesses succeed. More than just a workplace, Highview is a place where careers are built, ideas are encouraged and people are supported.

We work with a broad range of clients across diverse industries, meaning no two days are ever the same. And while we take our work seriously, we believe a healthy dose of fun, collaboration and personal development is key to doing great work and enjoying it.

About the Role: This is the role that makes high-quality advice possible. You'll own the technical production of our advice documentation and the research behind it, so that every Statement of Advice and Record of Advice leaving Highview is accurate, compliant and defensible. Day to day you'll be preparing SOAs and ROAs from adviser instructions, running the modelling and scenario comparisons that support each recommendation, and researching super, investment and insurance products against real client situations. You'll manage a queue of concurrent jobs and be trusted to give realistic delivery dates and hold to them.

You'll work directly with our Financial Advisers and report to the Head of Financial Planning. Because we're a multi-disciplinary firm, you'll also see how advice interacts with the accounting and tax side of a client's position, which is exposure most paraplanning roles can't offer. For the right person, there's a clear pathway toward Associate Adviser and beyond. If that's where you're headed, we'll support you to get there. If you'd rather build a career as a technical specialist, that works too.

About You: We're looking for someone with experience in a paraplanning or financial planning support role. You're precise with numbers, you write clearly, and you catch errors before they leave your desk. You ask the question when an instruction is ambiguous rather than guessing at what the adviser meant.

• Demonstrated experience in a paraplanning or financial planning support role
• Sound understanding of superannuation, investment and insurance concepts
• Working knowledge of the regulatory framework governing personal financial advice
• Strong written communication: you can explain technical concepts plainly
• The ability to manage competing deadlines across multiple advice jobs
• Proficiency in Microsoft Office and financial planning software

Responsibilities:

• Prepare tailored Statements of Advice and Records of Advice from adviser instructions
• Perform financial modelling, scenario comparisons and portfolio analysis
• Research investment, superannuation and insurance products relevant to client scenarios
• Maintain and update model portfolios in line with our investment framework
• Review advice documentation for accuracy, consistency and compliance alignment
• Maintain complete, audit-ready client files across the advice lifecycle
• Keep client data accurate and consistent across the CRM and planning software
• Provide clear, proactive status updates and flag bottlenecks before they cause delays
• Support and share technical knowledge with less experienced team members

What's on Offer: A clear pathway to Associate Adviser for those who want one, with study support. Ownership of the technical work rather than a narrow slice of it. A collaborative, low-ego team that takes the work seriously, not itself.