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About the Role
We are seeking an experienced Senior Paraplanner to join our Australian advice business. Working closely with our advisers, you will research, model and prepare compliant, high-quality advice for a growing client base, many of whom have cross-border financial needs. You will own advice preparation from fact find through to final Statement of Advice, act as a technical sounding board for advisers, and help improve the quality and efficiency of how we deliver advice. At Hoxton, we actively invest in modern advice technology and tools to remove unnecessary admin and red tape. Our aim is to be as efficient as possible, so our people spend their time on high-value technical work and our clients get the best possible experience. You'll have a real voice in how these tools are adopted and improved.
Responsibilities
- Prepare complex cross-border advice for clients who have kept overseas assets after moving to Australia, including UK pension transfer advice
- Prepare SOAs and Records of Advice across superannuation, retirement, investment, insurance, estate planning and annual reviews
- Research and model strategies, including cash flow, retirement projections, and product and platform comparisons
- Ensure all advice meets the Best Interests Duty and related obligations under the Corporations Act
- Review fact finds and client meeting notes to understand client goals and identify gaps
- Work with advisers on strategy development, and challenge recommendations where needed
- Guide team members on implementation documents
- Ensure advice files and accurate file notes are maintained, and ready for audit
- Work closely with our compliance and Quality Assurance team members and act on review feedback quickly and thoroughly
- Review work prepared by junior paraplanners and client services staff, and mentor them
- Use our advice technology and tools to work smarter, and help identify new ways to improve efficiency
- Help improve advice templates, research tools and advice workflows
- Identify bottlenecks and help improve our advice process as the business grows
Requirements
- 4+ years' paraplanning experience in Australian financial advice, including writing complex SOAs and including SMSFs
- Strong technical knowledge of superannuation, retirement income, investments and tax
- Sound understanding of the Best Interests Duty and current regulatory requirements
- Experience using financial planning software, research tools and modelling tools
- Excellent written communication, with the ability to produce clear, client-friendly advice documents
- High attention to detail and strong organisational skills
- Ability to manage multiple priorities and follow structured processes
- Professional, calm, and client-focused approach
- Experience mentoring or reviewing other paraplanners' work
- Experience with UK pensions or cross-border advice (advantageous, but not essential)
- Experience with modern advice technology e.g. Marloo
- Technically curious and confident to challenge strategies
- Enthusiastic about new technology and better ways of working
- Takes ownership of advice quality from start to finish
- Calm and organised under deadline pressure
- Collaborative, and comfortable working with advisers, operations and compliance across time zones
Skills
- Superannuation
- Retirement income
- Investments
- Tax
- Best Interests Duty
- Financial planning software
- Research tools
- Modelling tools
- Written communication
- Organisational skills
- Problem-solving
- Client relationship management
- Mentoring
- UK pensions
- Cross-border advice
- Marloo
- Advice technology
Location
- Australia
Work Type
- Full-time
Experience Level
- Senior
- 4+ years
Education Level
- Bachelor or Graduate Diploma in Financial Planning (completed or studying)
Salary/Compensations
- Competitive salary based on experience
Benefits
- Performance and progression opportunities
- Exposure to every part of a fast-growing Australian advice business
- Specialist cross-border expertise
- Hands-on experience of advice technology
- Scope to progress into paraplanning management, technical, compliance, or a fully licensed Australian financial adviser role
About the Company
- Hoxton actively invests in modern advice technology and tools to remove unnecessary admin and red tape.
- Our aim is to be as efficient as possible, so our people spend their time on high-value technical work and our clients get the best possible experience.
- This role offers exposure to every part of a fast-growing Australian advice business, with specialist cross-border expertise and hands-on experience of advice technology you won't build in a typical practice.