A boutique financial services company in Australia is seeking a Senior Paraplanner. This role provides a challenging opportunity to deliver holistic financial advice. The ideal candidate will have 3-5 years of experience, strong technical knowledge, and exceptional communication skills. A generous remuneration package starting from $95k is offered, with flexibility for part-time hours. Applicants...
A leading financial advisory firm in Adelaide is seeking an experienced Senior Paraplanner to join their team. The role involves preparing comprehensive advice documents, conducting in-depth strategy research, and collaborating closely with Advisers. Candidates should possess strong technical skills and a commitment to client interests. The firm values professionalism and fosters a supportive...
This role will suit an experienced Adviser Assistant / Paraplanner (Insurance Paraplanner) or administration professional seeking to apply their professional skills in a successful advice firm with offices nationally. - NSW based Adviser (Sydney office) - Insurance only Advice - Mature Financial Planning business Dynamic, innovative, fast paced business with a market leading management team. A...
A financial advice firm in Newcastle is seeking an experienced Paraplanner to support advisers with developing strategies and documentation, particularly for retirement and superannuation. The role involves preparing Statements of Advice and ensuring accuracy in advice documents. Ideal candidates will have 3-5+ years in a similar role, excellent communication skills, and experience with...
Our client is situated in Brisbane CBD and has been in operation for over 20 years. They are a full service financial advice business that offers holistic solutions to a client base of affluent individuals and families. Many clients have multiple entities and complex advice requirements. There is an excellent opportunity for an experienced paraplanner to join their growing...
A leading financial services firm in Brighton seeks a skilled Paraplanner to provide exceptional support to financial advisers. This hybrid role involves conducting research, preparing suitability reports, and enhancing client outcomes through collaboration and proactive planning. The ideal candidate has at least 2 years of paraplanning experience, a Level 4 Diploma, and strong knowledge of...
Senior Paraplanner, Perpetual Wealth Management page is loaded## Senior Paraplanner, Perpetual Wealth Managementlocations: Sydneytime type: Full timeposted on: Posted Yesterdayjob requisition id: R8438 More Time Off for What Matters: Enjoy up to 6 weeks of leave Flexible Work Environment: Work where we work best – whether in the office or from home. Work alongside a high experienced team of...
A financial advisory firm is looking for a Paraplanner to join their support team in Wakefield. The ideal candidate should have a good understanding of the financial planning process, strong interpersonal skills, and be able to provide excellent service to clients. Responsibilities include assisting Financial Planners, preparing financial plans, and conducting research on investment funds. An...
A leading financial services firm in Sydney is seeking a Senior Paraplanner to provide quality paraplanning services and strategic advice support. The role involves collaborating with advisers, generating tailored advice documents, and coaching junior team members. The ideal candidate will have a minimum of 5 years of experience in paraplanning and be proficient with XPLAN software. This position...
You can now search for people on SEEK. Make your profile public so you can be found by more employers. Update profile visibility This is an ideal opportunity to work for a premier financial planning business in the Northern Suburbs. Odyssey Financial Services is a boutique financial services company, who has a reputation for providing comprehensive financial advice and exceptional services to...
Base Pay Range $90,000.00/yr – $110,000.00/yr Location Newcastle, New South Wales, Australia Our client is a respected financial advice firm with a substantial fee‑for‑service client base, specialising in retirement, superannuation and strategic advice. They are seeking an experienced Paraplanner to support 2 advisers with strategy development and documentation, particularly for retirement...
This is an opportunity for an experienced Paraplanner to step into a senior role within a well‑established, privately owned professional services firm located in a city‑fringe setting near Rose Park. The business operates within a collaborative, values‑led environment aligned with a respected mid‑tier advisory network, offering the balance of local autonomy and the support of a broader...
Salary £40,000-£50,000 DOE (Bonus available). Location - Near Brighton, Hybrid working. This position is ideal for someone who is analytical, collaborative, and keen to play a key role in shaping clients’ long‑term financial strategies. Whether you are an experienced paraplanner or developing your expertise, you will be joining a supportive environment where your skills and ideas can genuinely...
IDEX Consulting are representing a reputable and long-standing financial advisory business who are seeking a Paraplanner to join their Wakefield based support team. Role responsibilities include: - To assist the Financial Planner in formulating the advice to the client, providing technical support and guidance where appropriate - Review client objectives ensuring they are clear, concise and...
A prominent financial advice firm in Sydney is looking for an Adviser Assistant/Paraplanner to support the CEO and financial advisers in client retirement planning and wealth management. Ideal candidates should have 2-3 years of experience in financial advice administration, strong communication skills, and the ability to work in a fast-paced environment. A competitive salary is offered based on...
A leading financial services firm in South Australia seeks a proactive Senior Paraplanner to prepare comprehensive Statements of Advice and Strategy Documents. This role involves collaborating with advisers and ensuring compliance within a quality-focused advice environment. The ideal candidate will have 5+ years of experience in paraplanning, strong technical knowledge of superannuation,...
This role will suit an experienced Adviser Assistant / Paraplanner or administration professional seeking to apply their professional skills in a successful advice firm with offices nationally. - NSW based Adviser (Sydney office) - Comprehensive Financial Advice - Mature Financial Planning business Dynamic, innovative, fast paced business with a market leading management team. A fantastic...
The Role Reporting to the Financial Advisers and Partner, you will be responsible for the preparation and completion of Statements of Advice (SoAs) and Strategy Documents, along with assisting in the preparation and review of Records of Advice (RoAs). You will work closely with advisers, client services and external providers to ensure advice is accurate, compliant and efficiently...
A leading financial advice firm in Sydney is looking for an experienced Adviser Assistant / Paraplanner. You will support life insurance advisers in advising and servicing clients. Ideal candidates have 2-3 years in a similar role, strong communication skills, and are proficient with tools like Xplan and Microsoft Office. This role offers a competitive salary and the potential to work from home...
This role will suit an experienced Adviser Assistant / Paraplanner (Insurance Paraplanner) or administration professional seeking to apply their professional skills in a successful advice firm with offices nationally. - NSW based Adviser (Sydney office) - Insurance only Advice - Mature Financial Planning business Dynamic, innovative, fast paced business with a market leading management team. A...