Could you become a Paraplanner?
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What this job is
A paraplanner supports financial planners and advisers by conducting research, analysing client financial data, and preparing preliminary financial advice documentation. Working in financial services firms or advisory practices, they gather and organise client information, perform calculations, and draft components of financial plans that are then reviewed and finalised by licensed practitioners.
Pay
A$1,501 a week
This is the median for full-time employees who are not managers and are paid at the adult rate, before tax and salary sacrifice. It is a guide to what the work pays, not a wage rate.
Source: ABS Survey of Employee Earnings and Hours, May 2025, customised report.
What this role asks for
- Attention to Detailcore
- Calculate debt costscore
- Confidentiality and Privacy Compliancecore
- Customer Needs Assessmentcore
- Data Entry and Accuracycore
- Microsoft Excel Data Managementcore
- Microsoft Office Suite Proficiencycore
- Policy Interpretationcore
- Record Managementcore
- Regulatory and Legislative Awarenesscore
- Report Writingcore
- Research and Analysiscore
- Risk Identificationcore
- Stakeholder Communicationcore
- Time Management and Prioritisationcore
- Written Communicationcore
- Basic Arithmetic and Numerical Accuracy
- Continuous Learning and Upskilling
- Electronic Document Management
- Goal Setting and Planning
- Process Documentation
- Quality Assurance and Checking
- Team Collaboration
- Verbal Communication