Paraplanner

Grow your skills with Australia’s leading superannuation administrator backed by a global financial institution.

MUFG Pension & Market Services connects millions of people with their assets, and our Retirement Solutions business is at the centre of a growing industry. Bring your developing superannuation expertise and step into a role where you'll work with household-name clients, gain exposure to complex advice work, and accelerate your career in a dynamic environment.

As a Paraplanner within our Advice business, you'll provide end-to-end paraplanning support to a team of experienced financial advisers, helping deliver high-quality, compliant financial advice to members of some of Australia's largest superannuation funds. This is an excellent opportunity for someone with superannuation experience who enjoys technical advice work and wants to further develop their career in financial advice.

What you'll be doing

• Manage end-to-end paraplanning activities across Statements of Advice (SOAs), Records of Advice (ROAs) and related advice documentation.


• Support financial advisers by preparing accurate, compliant and client-focused advice documents.


• Utilise Xplan, including XTOOLS+ and WealthSolver, to model strategies and prepare advice recommendations.


• Work closely with advisers to develop tailored superannuation, retirement and wealth accumulation strategies for members.


• Ensure advice documentation meets compliance requirements, internal policies and regulatory obligations.


• Monitor legislative and regulatory changes and apply them to advice preparation processes.


• Manage competing priorities and turnaround timeframes while maintaining exceptional attention to detail.


• Contribute to process improvement initiatives and projects that enhance team efficiency and advice delivery outcomes.

About you

To be successful in this role, you will bring:

• 1-3 years' experience in a paraplanning role.


• Demonstrated superannuation experience and understanding of advice strategies within the superannuation environment.


• Strong working knowledge of Xplan, with exposure to XTOOLS+ and WealthSolver highly regarded.


• Experience preparing SOAs, ROAs and other financial advice documentation.


• Strong technical knowledge across key areas of financial advice.


• Excellent attention to detail, analytical capability and organisational skills.


• A customer-focused mindset with a passion for helping people achieve better financial outcomes.


• The ability to manage multiple priorities in a structured and evolving environment.


• Completion of the FASEA exam is advantageous but not essential.


• Evidence of completed relevant CPD. 


• Approved qualifications/bridging education requirements by the FAR

Some of our Employment Benefits

• Flexible Working – hybrid model enabling our employees to work in the office and at home


• Purchased Leave, Parental Leave, Volunteer Leave, Gender transition leave, Well-being leave


• Employee Recognition Program - to recognise people who are demonstrating our values and Company purpose


• Talent Referral Program


• Salary Sacrificing via Superannuation


• Employee Assistance Program


• Learning & Development - Development at your fingertips via self-paced learning, including educational assistance support


• Employee discounts – Access discounted rates and offers from a variety of providers including Bupa and Microsoft!


• Novated Car Leasing

Culture at MUFG Pension & Market Services

We are an inclusive employer whose people work collaboratively. We encourage, support and value the various talents and perspectives of our people and promote a flexible and blended work environment where our people can thrive, and their wellbeing is supported. We know that diversity drives better client outcomes, continuous improvement, and growth. Be part of our company and together we will achieve our full potential.

We treat all individuals fairly and equitably and do not discriminate on the basis of diverse characteristics including, but not limited to gender, gender identity, sexual orientation, age, ethnicity, cultural background, physical abilities/disabilities, religious or political belief, marital or family status or carers responsibilities.

How to apply

Ready to take the next step in your career? Apply now with your resume and detailed cover letter highlighting your skills, experience, and why you would be a good fit for the role.

Candidates must have the relevant work rights to be considered for an opportunity at MUFG Pension & Market Services. Successful applicants will be required to complete background screening prior to commencement of employment.