Senior Paraplanner – Private Banking

This is more than a standard paraplanning role; it's an opportunity to make a tangible impact. As a Senior Paraplanner in our elite Private Bank team, you won't just support—you'll strategise, innovate, and drive excellence at the heart of our success. At Macquarie, our advantage is bringing together diverse people and empowering them to shape all kinds of possibilities. We are a global financial services group operating in 31 markets and with 56 years of unbroken profitability. You’ll be part of a friendly and supportive team where everyone—no matter what role—contributes ideas and drives outcomes. What role will you play? You will develop sophisticated advice by crafting bespoke and compliant Statements of Advice (SoAs) for high-net-worth clients, tackling complex financial scenarios. You'll drive strategy by partnering with elite Private Bankers and specialists to design innovative, market-leading financial strategies. Part of your role will be to champion excellence by upholding the highest standards by meticulously reviewing advice, performing complex financial modelling, and coaching Bankers on best practices. You'll also oversee enhancing efficiency by taking ownership of your workflow, proactively manage your pipeline, and identify opportunities to improve our processes. What you offer 5+ years of dedicated experience in a Paraplanning role. Expert-level proficiency in XPLAN and demonstrated experience with Salesforce. A robust understanding of complex financial planning principles, investment strategies, and Australian regulatory requirements. An exceptional eye for detail, with a proven ability to produce flawless advice documents. Outstanding communication and interpersonal skills, with the confidence to engage and influence senior stakeholders. We love hearing from anyone inspired to build a better future with us. If you're excited about the role or working at Macquarie we encourage you to apply. What we offer At Macquarie, you’re empowered to shape a career that’s rewarding in all the ways that matter most to you. Macquarie employees can access a wide range of benefits which, depending on employment type, include: 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. Our commitment to diversity, equity and inclusion We are committed to fostering a diverse, equitable and inclusive workplace. We encourage people from all backgrounds to apply and welcome all identities, including race, ethnicity, cultural identity, nationality, gender (including gender identity or expression), age, sexual orientation, marital or partnership status, parental, caregiving or family status, family and domestic violence status, neurodiversity, religion or belief, disability, or socio-economic background. We welcome further discussions on how you can feel included and belong at Macquarie as you progress through our recruitment process. To learn more, contact our team by clicking here. Our aim is to provide reasonable adjustments to individuals who may need support during the recruitment process and through working arrangements. If you require additional assistance, please let us know in the application process. #J-18808-Ljbffr