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Verve Partners

Newcastle, Newcastle, Maitland & Hunter NSW

Financial Planning (Banking & Financial Services)

Full time

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Verve Partners are proudly partnering with a highly respected financial planning practice in Newcastle dedicated to helping their clients achieve long-term financial security through strategic, compliant, and personalised advice.

About the Role

As a Paraplanner, you’ll provide technical research, financial modelling, and documentation and compliance support to a close-knit team of experienced Financial Advisers that value professionalism, continual learning, and a genuine commitment to client success.

You’ll play a crucial behind-the-scenes role in preparing high-quality, compliant Statements of Advice (SOAs) and ensuring clients receive the best strategic outcomes possible.

Working closely with advisers, fund managers, and product providers while helping drive best practice and continuous improvement across the advice process.

Key Responsibilities

Prepare detailed, compliant and tailored Statements of Advice (SOAs) and supporting documents.

Conduct research and analysis across superannuation, investments, insurance, SMSFs, retirement planning, and tax strategies.

Build and maintain financial models to test advice strategies.

Ensure all documentation, file notes, and compliance requirements (KYC, Fact Find, FASEA) are met.

Liaise with advisers, BDMs, and product providers to obtain accurate information.

Identify process improvements and contribute to ongoing best practice development.

Stay up to date with legislative and regulatory changes impacting financial advice.

About You

Minimum 3 years’ experience in a paraplanning or financial advice support role.

Strong knowledge of financial planning concepts, compliance, and strategy construction.

Technical understanding across superannuation, retirement, investments, insurance, and estate planning.

Strong initiative and ownership with a proactive and outcome-driven work ethic.

Proficient in financial planning software (e.g. XPLAN, AdviserLogic, or Midwinter ideal).

Excellent attention to detail, time management, and written communication skills.

Confident working both independently and within a collaborative team environment.

Tertiary qualifications in Finance, Commerce, or Economics preferred (DFP / GradDipFP desirable but not essential).

Why You’ll Love It Here

Supportive leadership team and strong professional culture.

Ongoing professional development and training allowance.

Opportunity to work with a well-regarded practice that values ethics and quality advice.

Central Newcastle location with modern open plan offices with free parking.

Why Verve Partners

We’re Newcastle locals who know the engineering market inside out. With over 170 years of combined experience, we work exclusively with trusted employers who value their people. By scouting smart, digging deep and embracing diversity, we grow vibrant careers, cultures and communities.  

Contact

Matthew Vass

We acknowledge and pay our respects to the Traditional Owners of the land on which we work and live. We pay our respects to the First Peoples of this country, their culture and Elders past, present and emerging. We recognise that this land was and always will be Aboriginal and Torres Strait Islander land.

NOTE: Never make payment to any employer, person, company, contractor or agency to get hired for a Job.

Senior Recruitment Consultant, Verve Partners: 0447313525, matt@vervepartners.com.au