Role: Paraplanner / Assistant Associate
Location: Perth, Western Australia
Type of Contract: Permanent, Full-Time
Salary Range: $73,150 to $85,000 plus Superannuation
About Pitcher Partners
Making Careers Personal at Pitcher Partners Wealth WA Pty Ltd in Perth. Working at Pitcher Partners Wealth in Perth gives you greater control of your career. Our Pitcher Partners mission is to be the leading accounting firm servicing the middle market, this has not changed despite our outstanding growth and success. We know our people are what makes us successful, and this is why we provide a flexible and supportive environment that enables our staff to perform at their very best.
Role Overview
An exciting opportunity is available for a full-time Paraplanner / Assistant Associate to join our Wealth team. This non-advisory position plays a critical role in assisting licensed Financial Advisers with documentation preparation, financial modelling input, compliance recordkeeping, and CRM systems management.
In this role, you will:
- Coordinate client meetings and support all pre- and post-meeting documentation processes
- Use financial planning platforms such as Xplan, WealthSolver, or similar systems to model projections and manage data
- Prepare financial modelling inputs and documentation for adviser review
- Liaise with outsourced paraplanners and product providers to collect relevant data
- Implement adviser-approved financial planning strategies through accurate documentation and client file management
- Prepare client review packs and maintain updated client records across multiple platforms
- Escalate strategy-related queries or data inconsistencies to the adviser for consideration
- Respond to client service queries within defined scope and collaborate with internal stakeholders
- Conduct internal quality control checks and maintain compliance with industry documentation standards
What You Bring
- At least 1 year of experience in paraplanning, client services, or financial planning support
- Experience with financial services software such as Xplan, WealthSolver, or Midwinter
- Understanding of compliance obligations and documentation workflows in the financial advice sector
- Excellent communication skills and an eye for detail
- Strong time management and organisational abilities in a fast-paced support role
- A degree or diploma in financial services, business, or a related field (preferred)
- This role does not require an Australian Financial Services Licence (AFSL) and does not involve the provision of financial product advice, in accordance with Australian financial services regulations.
Salary / Compensation
- The position offers a competitive salary between $73,150 and $85,000 per annum, depending on experience and qualifications
- Superannuation is paid in addition to the base salary, in accordance with Australian legislation.
Why Join Us
At Pitcher Partners you’ll benefit from:
- Direct collaboration with licensed financial advisers and industry leaders
- Structured training on financial platforms and internal systems
- A compliance-first culture that values attention to detail
- Opportunities for professional development and mentorship
- A supportive and inclusive team environment
We believe in fostering careers and supporting our staff to thrive in specialist roles that underpin high-quality financial advice.
How to Apply
Kindly submit your application through this advertisement and provide a comprehensive resume that highlights your skills and professional history. Applications are open from 25 May 2025 to 23 June 2025. Successful applicants who meet the specified criteria will be contacted.
Pitcher Partners Wealth WA Pty Ltd is an equal opportunity employer and encourages applications from Aboriginal and Torres Strait Islander peoples, women, and individuals from diverse cultural backgrounds.
