About Us

At GL Financial Planning, we are passionate about helping clients achieve financial freedom and security. We deliver tailored financial strategies with a strong focus on quality, and exceptional client service. As a growing and dynamic financial planning practice, we provide a supportive environment where our team members can thrive, develop, and make a real impact.

The Opportunity

We are seeking a highly skilled Paraplanner with 5+ years of experience to join our team. This is a fantastic opportunity to work alongside senior advisers, play a key role in developing complex strategies and contribute to the ongoing success of our clients and business.

What We’re Looking For

• Minimum 5 years’ paraplanning experience in a financial planning practice.

• Strong technical knowledge across superannuation, wealth creation, retirement planning, and insurance.

• Experience with XPLAN financial planning software.

• Formal Education desired but not mandatory

• Excellent written and verbal communication skills, with great attention to detail.

• A proactive, team-oriented professional who can work independently and manage competing priorities.

What’s In It For You?

• Competitive salary package, reflective of your experience.

• Join a supportive team where knowledge-sharing and teamwork are valued.

• Ongoing training, mentoring, and career development opportunities.

• Work on complex superannuation, investment, insurance, and retirement planning cases to keep you engaged in your role.

• Work with modern financial planning tools, software, and processes to streamline advice and enhance client service.

• Continuously adapt paraplanning processes and advice documentation to align with the evolving financial planning and compliance landscape, ensuring the role remains a pivotal part of high-quality client service.

How to Apply

If you are an experienced paraplanner who is passionate about financial planning and looking for your next career opportunity, we’d love to hear from you.