Our Paraplanning team plays a vital role in supporting bankers by preparing high-quality, compliant, and strategically accurate advice documents. By collaborating with various stakeholders and ensuring adherence to compliance standards, we deliver tailored financial solutions that meet client needs and regulatory requirements.

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.

As a Paraplanner, you will be responsible for preparing accurate and compliant advice documents, such as Statements of Advice (SoAs) and Wholesale Advice Documents (WADs), tailored to meet client goals and objectives. You will collaborate closely with Bankers and internal stakeholders to refine recommendations, conduct detailed financial calculations, and ensure all advice aligns with compliance standards. Your role will also include reviewing advice submissions, maintaining detailed records, and providing coaching to Bankers on documentation standards. Additionally, you will manage your workload to meet service level agreements and escalate any compliance or process inefficiencies as needed.

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.