Experienced Paraplanner | Professional Year Pathway

Ready to turn your paraplanning experience into an advice career? Join a respected Brisbane CBD private wealth firm that will support your Professional Year while you build real technical depth.

About us
A boutique private wealth firm with 20+ years of history, a large team and very little turnover. Clients are a loyal base of high-net-worth individuals, families and business owners.

About the role
You'll be at the core of the advice team, contributing to real client outcomes from day one.

• Research and analyse tax structures, asset ownership and portfolio construction
• Model scenarios and stress test strategies
• Prepare SoAs, RoAs and client materials
• Learn directly from experienced advisers, investment professionals and senior strategists

What we're looking for

• 2+ years' paraplanning experience with current exposure to advice and plan construction
• Curiosity, strong attention to detail and the ability to learn quickly
• Confidence with advice technology (Xplan experience is a bonus)
• Strong communication skills and a team-first approach
• A commitment to complete your Professional Year and remain in the paraplanner role while you progress your career

Click Apply or contact Ric Zanetti at ric.zanetti@profusiongroup.com for a confidential conversation.