Senior Paraplanner – Technical & Advice Support

<p><span style="font-size: 12pt;"><strong>Position Summary</strong></span></p> <p><span style="font-size: 12pt;">Reporting to the Chief Operating Officer, you will act as a trusted technical partner to advisers nationally — supporting comprehensive strategy development, drafting high-quality advice documents, and contributing to advice quality, risk management and continuous improvement.</span></p> <p><span style="font-size: 12pt;">You will work across advanced strategies involving superannuation, SMSFs, investments, taxation and retirement planning, and will be relied upon for judgement, technical insight and end‑to‑end ownership of advice delivery.</span></p> <p><span style="font-size: 12pt;">For the right person, this role offers meaningful scope, variety, and influence — without stepping into a client‑owning adviser position.</span></p> <p>&nbsp;</p> <p><span style="font-size: 12pt;"><strong>Primary Responsibilities</strong></span></p> <p><span style="text-decoration: underline;"><span style="font-size: 12pt;">Paraplanning &amp; Advice Delivery</span></span></p> <ul> <li style="font-size: 12pt;"><span style="font-size: 12pt;">Prepare comprehensive, high-quality Statements of Advice (SOAs) and Records of Advice (ROAs) for HNW and UHNW clients.</span></li> <li style="font-size: 12pt;"><span style="font-size: 12pt;">Translate adviser and client objectives into clear, compliant and well‑structured advice strategies.</span></li> <li style="font-size: 12pt;"><span style="font-size: 12pt;">Manage advice documentation end‑to‑end, ensuring accuracy, timeliness and consistency with Escala standards.</span></li> <li style="font-size: 12pt;"><span style="font-size: 12pt;">Balance quality and throughput, maintaining strong attention to detail.</span></li> </ul> <p><span style="text-decoration: underline;"><span style="font-size: 12pt;">Technical Expertise &amp; Adviser Partnership</span></span></p> <ul> <li style="font-size: 12pt;"><span style="font-size: 12pt;">Apply deep technical knowledge across superannuation, SMSFs, investments, taxation and retirement strategies.</span></li> <li style="font-size: 12pt;"><span style="font-size: 12pt;">Provide practical technical guidance and recommendations to advisers on complex matters.</span></li> <li style="font-size: 12pt;"><span style="font-size: 12pt;">Stay current with legislative and regulatory change and ensure advice approaches remain contemporary and defensible.</span></li> <li style="font-size: 12pt;"><span style="font-size: 12pt;">Build strong, trusted working relationships with advisers and their teams nationally.</span></li> </ul> <p><span style="text-decoration: underline;"><span style="font-size: 12pt;">Client Interaction &amp; Advice Support</span></span></p> <ul> <li style="font-size: 12pt;"><span style="font-size: 12pt;">Attend client meetings where complex strategies require technical explanation or support.</span></li> <li style="font-size: 12pt;"><span style="font-size: 12pt;">Clearly articulate advice strategies in a client‑appropriate and professional manner.</span></li> <li style="font-size: 12pt;"><span style="font-size: 12pt;">Provide retail financial advice within authorised scope and Escala’s advice framework (if licenced).</span></li> </ul> <p><span style="text-decoration: underline;"><span style="font-size: 12pt;">Compliance, Quality &amp; Risk Management</span></span></p> <ul> <li style="font-size: 12pt;"><span style="font-size: 12pt;">Ensure all advice meets regulatory, AFSL and internal compliance requirements.</span></li> <li style="font-size: 12pt;"><span style="font-size: 12pt;">Support and respond to file reviews and remediation activities.</span></li> <li style="font-size: 12pt;"><span style="font-size: 12pt;">Contribute to identifying and resolving legacy or higher‑risk advice matters.</span></li> <li style="font-size: 12pt;"><span style="font-size: 12pt;">Maintain accurate, well‑documented advice records and uphold best‑interest obligations.</span></li> </ul> <p><span style="text-decoration: underline;"><span style="font-size: 12pt;">Systems, Process &amp; Continuous Improvement</span></span></p> <ul> <li style="font-size: 12pt;"><span style="font-size: 12pt;">Utilise Xplan and related systems for modelling, projections and strategy development.</span></li> <li style="font-size: 12pt;"><span style="font-size: 12pt;">Identify opportunities to improve workflows, templates and advice efficiency.</span></li> <li style="font-size: 12pt;"><span style="font-size: 12pt;">Share knowledge and insights to lift technical capability and consistency across the business.</span></li> </ul> <p>&nbsp;</p> <p><span style="font-size: 12pt;"><strong>Qualifications</strong></span></p> <ul> <li style="font-size: 12pt;"><span style="font-size: 12pt;">Demonstrated experience delivering complex paraplanning or technical advice in a HNW / UHNW advice environment.</span></li> <li style="font-size: 12pt;"><span style="font-size: 12pt;">Strong technical capability and ability to convert complexity into clear, compliant advice.</span></li> <li style="font-size: 12pt;"><span style="font-size: 12pt;">Proven ability to manage volume without compromising quality.</span></li> <li style="font-size: 12pt;"><span style="font-size: 12pt;">Solid understanding of Australian financial services regulation and advice standards.</span></li> <li style="font-size: 12pt;"><span style="font-size: 12pt;">Excellent written communication skills and attention to detail.</span></li> <li style="font-size: 12pt;"><span style="font-size: 12pt;">Confidence working closely with advisers as a technical partner.</span></li> <li style="font-size: 12pt;"><span style="font-size: 12pt;">Strong Xplan capability, including modelling and projections.</span></li> </ul> <p><span style="font-size: 12pt;"><strong>Desirable</strong></span></p> <ul> <li style="font-size: 12pt;"><span style="font-size: 12pt;">Financial planning qualifications and/or progress toward professional accreditation.</span></li> <li style="font-size: 12pt;"><span style="font-size: 12pt;">Experience supporting advisers across multiple offices or adviser teams.</span></li> </ul> <p>&nbsp;</p> <p><span style="font-size: 12pt;"><strong>About Escala Partners</strong></span></p> <p><span style="font-size: 12pt;">Escala Partners is the new standard in personalised wealth management. Everything we do is designed to put our clients’ interests first and realise their financial aspirations. We develop tailored strategies focused on creating and preserving wealth; offer objective, considered advice based on market-leading research; and work collaboratively as a team so we can deliver superior outcomes. This is our point of difference: a completely new experience in wealth management.</span></p> <p><span style="font-size: 12pt;">#LI-SF1</span></p><div class="content-conclusion"><p><strong>About&nbsp;Focus Partners Australia</strong><strong> </strong></p> <p>Focus Partners Australia is part of Focus Financial Partners, a leading financial services firm based in the United States, comprised of wealth management, family office, and business management services. Focus Partners Australia offers integrated capabilities in&nbsp;investment and portfolio management,&nbsp;accounting, lending,&nbsp;insurance&nbsp;and related services from its offices in Sydney, Melbourne,&nbsp;Brisbane&nbsp;and the Gold Coast. Guided by a client-first ethos, we&nbsp;leverage&nbsp;the global&nbsp;expertise,&nbsp;platforms&nbsp;and capital strength of Focus Financial Partners to deliver holistic, fiduciary guidance across strategic planning, portfolio management, insurance,&nbsp;credit&nbsp;and tax. By fusing local insight with world-class resources, Focus Partners Australia helps its clients protect, grow,&nbsp;and transition their wealth at every life stage.&nbsp;Discover more about Focus&nbsp;Partners Australia at <a href="https://protect.checkpoint.com/v2/r01/___https:/focuspa.com.au/___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOjkxYzFmM2NmYWZiOTRiOTNmNTdiYmU2MDQ4MDYzNmIzOjc6OWM0YjoxZWVhMTA2ZDllOGU2N2M3NGMxYTg1MTQ3MTcyOGMyMzBhNTUzNjc3ZTVlMzFkOWYxY2M0NjRkN2U3ZmY1ODhiOmg6VDpG">focuspa.com.au/</a>&nbsp;or&nbsp;<a href="https://protect.checkpoint.com/v2/r01/___https:/www.linkedin.com/company/focus-partners-australia/___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOjJjMDY5MTk3Y2RjNzE0MDI5MmUzMDIyMTE5OTk2YjkyOjc6NDhiZTpkOWUyNDI5OGQ3NTIwYjU1MzI5MGU0MWI5NzNkNWMzNWY1MTgzYWNkNjJiNmFhNDg2YzFiMjkwMWQ4OWYxZjJmOnA6VDpG">LinkedIn</a>.&nbsp;&nbsp;</p></div>