At a Glance
- Tasks: Shape high-quality financial advice and collaborate with experts to support clients' wealth management.
- Company: Join Macquarie, a global financial services leader with a commitment to innovation.
- Benefits: Enjoy wellbeing leave, flexible work options, and professional development opportunities.
- Other info: Inclusive environment with great career growth and support for all employees.
- Why this job: Make a real impact in clients' lives while growing your career in finance.
- Qualifications: 5+ years in paraplanning, strong financial knowledge, and excellent communication skills.
The predicted salary is between 82800 - 101200 $ per year.
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.
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.
What We Offer
- 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.
Inclusion at Macquarie
We are committed to providing an inclusive environment for all, where different experiences, skills and perspectives are valued and respected. Macquarie provides access to opportunities for all individuals regardless of race, colour, religion, sex, sexual orientation, national origin, age, disability, protected veteran status, genetic information, marital status, gender identity or any other characteristic or circumstance. We provide reasonable adjustments to individuals who may need support during the recruitment process and employment. If you require an adjustment, please let us know during the application process.
Paraplanner in Sydney employer: Macquarie Group
Macquarie Group is an exceptional employer that fosters a collaborative and innovative work culture, where employees are empowered to drive meaningful change through data-driven insights. With a strong focus on professional development, the Global Reward Advisory team offers ample opportunities for growth and learning, all while being part of a dynamic global network that values diverse perspectives and encourages impactful contributions.
