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About Abound Paraplanning

Abound Paraplanning is a specialist paraplanning and associate adviser service provider with offices in Melbourne, Australia and Belgrade, Serbia. We work with financial advisers across Australia. We were established in 2012 and we have grown over the years by investing in our staff, who are our biggest asset. We provide initial and ongoing staff training and a supportive culture. Our staff find the work challenging and rewarding with opportunities to grow and progress.

Our vision

Our Vision

Our mission

To provide next-level paraplanning and associate adviser services delivered on time, every time. This is achieved by investing in our biggest asset, which is our staff. We free up adviser time and resources; assist advisers in meeting compliance requirements and improve the quality of advice. We seek long-term clients who are a business and cultural match.

Our team and culture

Our team is comprised of engaged individuals working towards a common goal. We constantly push ourselves to be our best, we focus on solutions and challenge our ideas of what’s possible in order to better meet the needs of our clients. We tackle every issue with dedication and persistence and we strive to exceed our clients’ expectations.

We have a young team and culture. We work hard and we also like to have a good time.

We are proud to have built a healthy culture, a positive, warm and welcoming environment. Above all, we are a team. Our company is made up of amazing individuals, but it’s only through teamwork that we achieve great results. We are always ready to help each other. We are supportive and selfless about sharing our knowledge. We help each team member learn from their mistakes and grow. We work and grow together.

We foster open lines of communication between all organisational levels and all employees are encouraged to speak openly and contribute their ideas. Everyone’s opinion is taken into account.

Our core values

Our core values were identified by our team members. These are the values that we live by and adhering to them is how you create a fulfilling career at Abound Paraplanning. Below are the things that we care deeply about.

We are one team

We are a team that is made up of amazing individuals. We are there for each other. We cooperate and support each other. The only way to achieve great results is through teamwork.

Quality of client service

We provide exceptional quality and always deliver on time. Our clients can rely on us. We have a proactive approach and aim to exceed client expectations.

Take ownership

Each team member is fully responsible for their work and takes all possible steps to deliver at the highest possible level. Every issue can be resolved. There are no excuses.

Open communication

We encourage open, honest, and direct communication between all levels within our organisation. We are free to communicate our views and provide ideas and suggestions.

Help your teammates

We help each other and we can always rely on each other. We look for opportunities to selflessly share our knowledge and experience. Only true team players can be part of our team.

We learn and we grow

We foster a culture of learning and growth. This leads to individual and team development and progress. We learn from any mistake that we make.

We are flexible

We are agile and adapt to changes in the financial planning profession, technology and the world of work. We have a flexible workplace.

About the job of a paraplanner

The unique thing about working at Abound Paraplanning is the job itself, which we are extremely passionate about. It’s dynamic and challenging and it never gets boring. It’s a constant adventure providing us with the opportunity to make a difference every day by helping others to achieve their goals.

We take responsibility for the entire process starting from when we first receive a job request to delivering the final product. We get to be creative, to learn and to improve our problem-solving and analytical skills.

Who Thrives?

Our perks and benefits

Amazing team

We have amazing people. You’ll become a part of a supportive, collaborative team that is always willing to help and share knowledge.

Regular salary increases that match your performance

We expect our juniors to learn and grow, and we match their effort and progress through salary growth and other rewards.

Ongoing professional training and development

We provide ongoing in-house training and external training and certificate courses provided by registered education facilitators. Once you have gained enough knowledge and experience, you will have an opportunity to complete an Australian Diploma of Financial Planning (DFP and ADFP) and become a qualified paraplanner.

International exposure

You’ll be working in an English-speaking environment and gain exposure to the Australian culture. You’ll communicate with financial advisers from all across Australia on a daily basis. This is a great opportunity to improve your spoken and written English.

Business English training

You’ll have ongoing support from our in-house English teacher and regular English classes that will help you improve your spoken English and Business English writing and learn job-specific vocabulary.

Flexible working hours and remote work

Once you have shown that you are capable of working independently, you will have flexibility regarding when you work. There is also the possibility of remote work in certain situations.

Increasing annual leave entitlement

You will receive an additional day of annual leave for every 2 years of service at our company. In addition, staff in management positions receive an extra day of annual leave.

Private health insurance

We recognize that in order to truly get the best from our people, we need to support them to be healthy and happy. We provide private health insurance. This is an added benefit after one year of service at our company.

Gym & Fitness (FitPass)

We all care about having a healthy lifestyle and want to promote sport and exercise. That’s why we provide FitPass to our staff.

Fun team building events

We work hard but we like to have a good time too. We always look forward to our team building events that are an opportunity to bond with each other, chat, relax and just have fun.

How do we hire?

We take hiring very seriously as we believe this is one of the most important jobs that we have as an organisation. We aim to find great people and keep the hiring bar high. We work as a team to get to know the whole person, communicate our values end ensure candidates are well-informed and have a positive experience throughout the recruitment process.

1.

Apply

If you believe that Abound Paraplanning is the right place for you, fill in our online application form. We can’t wait to review your resume and learn more about you. Please share in your cover letter why you believe you are a good fit for the role you have applied for and our team.

2.

English test

English language proficiency is extremely important at our company so testing your English is one of the first steps in our recruitment process. If you meet our requirements, we will reach out in order to assign an online English test.

3.

Screening Interview

If we’re happy with your English test results, our HR Manager will get in touch with you to schedule a 30-minute interview via Zoom. We’ll take this opportunity to provide more info on the company and the role you have applied for.

4.

Tests / Job task

If we decide to progress with your application, we will get in touch with you to assign a test followed by a job task and provide necessary details. This will be a great opportunity to showcase your skills and knowledge and stand out from the crowd.

5.

In-depth Interview

If we’re happy with your test / task results, we’ll proceed with a second interview, with 2 or 3 team members. The interview lasts about an hour. This is an in-depth exploration of your experience and qualifications. It’s also an opportunity to assess whether we are a good match for each other and whether your share the values that are intrinsic to our organisation. Please note that all are interviews are conversational aimed at getting to know each other better. Therefore, we suggest that you bring your best and truest self and show us how you’ll add value to our team.

6.

Job offer

Following the final interviews, we’ll assess and evaluate all shortlisted candidates. Should you be one of our top candidates, we’ll ask you to provide 2 references so we can complete a reference check. If we decide you are the right fit for our team, we’ll extend a job offer in writing and your journey with Abound Paraplanning may begin.

Onboarding new hires

We take pride in our effective onboarding program with mentors for all new hires. We have designed a two-week training course coupled with job-specific tasks that will assist you in learning about the basics of financial planning in Australia. Our onboarding program also helps the new hires develop relationships with our team members and learn more about our culture. Our onboarding plan does not cease after completing the training course and extends for a whole year until our junior paraplanners become more independent and are able to complete tasks on their own.

Employee Testimonials

‘Working at Abound Paraplanning is a one-of-a-kind experience. It makes me feel proud when I look back at how much we have grown and accomplished since 2012, when I first started working here and we were a team of only 5 people. You will be surrounded by young and ambitious people who work really hard but still enjoy their job as it is unlike anything they have come across before. It’s challenging and dynamic, makes you learn and evolve and every task is a different story. One thing is for sure, it never gets boring.’

Marija Grkovic,

Head of Sector and Senior Paraplanner

(8 years)

‘What I love about working for Abound Paraplanning is that it allows us to grow in our position. We start learning from scratch and then, as years pass by, we become experts and very detail oriented. In a nutshell, we are a helping hand to financial advisers in Australia. The job is like solving a puzzle, and the result is a flawless financial plan that is sent to a client. We have an opportunity to deal with top-notch financial products and strategies aimed at helping individuals sort out their financial matters. If this sounds too complicated, no worries, we get help from our colleagues when needed or, at least, until we are ready to fly solo.’

Danko Suka,

Team Leader and Senior Paraplanner

(7 years)

‘I feel proud to have been part of Abound Paraplanning since 2014. I continue to expand my financial advising and paraplanning industry knowledge, while working in a supportive environment. I love that each team member is respected, and their respective contribution is considered important. By working in a dynamic industry, I have gained the utmost appreciation for legislative standards and frameworks, which ensure that the financial plans we provide are always in the best interest of our clients.’

Irena Krka,

Team Leader and AMP Standards Specialist

(6 years)

‘It’s great when someone believes in you and gives you an opportunity without any previous work experience. In this company, I have met people who are willing to invest in my knowledge and patiently wait for the results. What I love about this job is that you always work on something different. And with a team who is always willing to help you, you can only grow faster.’

Tijana Lukic,

Paraplanner

(2 years)

‘When I first joined Abound Paraplanning I knew it was something special right away. My favorite thing about Abound Paraplanning, by far, is the sense of teamwork and recognition and appreciation that we receive for our talent and hard work. It is my privilege to work in a group of very smart, motivated individuals who are always willing to share their knowledge and help me do my best. We are supportive of each other, we help each other out, but most importantly, we always find a way to have fun together. I am so grateful to have found them and I look forward to many more years of learning and growing with this awesome company.’

Aleksandra Stojmenovic,

Junior Paraplanner

(18 months)

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