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 financial services company is seeking a proactive Strategic Paraplanner to join its Brisbane office. In this role, you will prepare high-quality Statements of Advice (SOAs) and build complex financial projections while collaborating with advisers. Candidates should have a minimum of 1 year experience in paraplanning and relevant qualifications in Financial Planning. This position offers a clear...
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...
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...
Strategic Paraplanner - Sydney/ Melbourne/ Brisbane/ Adelaide Ord Minnett is seeking a detail-oriented and proactive paraplanner to join our national paraplanning team. This role offers exposure to complex client scenarios and high-net-worth strategies, with opportunities to contribute to advice development and continuous improvement. Key Responsibilities Prepare high-quality Statements of Advice...
3 weeks ago Be among the first 25 applicants Direct message the job poster from Coastal Paraplanning We are expanding! We will be looking to hire a remote (Australian-based only) paraplanner in the new year (Jan/Feb ****). The lead-up to Christmas is crazy busy, so we are putting it out there early that we are taking applications for consideration. About Coastal Paraplanning Fully remote, based...
Overview Join to apply for the Paraplanner / Planning Support Officer role at PictureWealth. We are seeking a skilled, qualified Paraplanner with a proven track record in the financial planning industry. You will be responsible for supporting our financial advisors in delivering high-quality advice and service to our clients. This role requires in-depth knowledge of Australian financial...
Paraplanner Banking & Finance Financial Planning Brisbane Permanent / Full Time 11/7/2023 Flexible work environment offering a 9-day fortnight Large team with professional and personal development supported Structured environment focused on rewarding quality advice The Company Long-standing scaled business with offices in Brisbane and the Gold Coast. The appointment of new directors in the...
About the company Our client is a holistic financial planning firm with a handful of office locations throughout Queensland. They are going through a big period of growth and are looking to expand their Brisbane team through hiring aHead of Paraplanning. This is the perfect opportunity for a highly experienced paraplanner that has managed teams previously. Benefits - Fun, social team culture -...
Infocus is a national advisory firm dedicated to empowering advisers with the independence, infrastructure tools, and support they need to grow their businesses. For over 31 years, we’ve combined the scale of a leading organisation with the personal touch of a founder‑led business, always staying true to our values of respect, integrity, and client‑first advice. We combine leading‑edge...
Client Service Officer – Join a High-Performing Team Making a Real Difference About Us At PAC Financial, we’re more than just a financial planning firm — we’re a team driven by purpose. Every day, we help people take control of their financial future by making confident, informed decisions. Our success is built on genuine relationships, trusted advice, and a deep commitment to client...
A boutique financial advisory firm in Brisbane is seeking a motivated Associate Financial Planner to join their team. This role is perfect for those eligible for their Professional Year or paraplanners transitioning into client engagements. You'll receive direct mentorship and practical experience across all aspects of financial advice, emphasizing ethics and high-quality client outcomes. Join a...
A financial services company is seeking a proactive Strategic Paraplanner to join its Brisbane office. You will prepare high-quality Statements of Advice (SOAs) and build complex financial projections while collaborating with advisers. Candidates should have a minimum of 1 year experience in paraplanning and relevant qualifications in Financial Planning. This position offers a clear pathway...
Overview Are you an emerging financial adviser looking to build your career in advice with a firm that genuinely invests in your development, values ethics, and delivers high-quality client outcomes? Granada Wealth Advisory is seeking a motivated, client-focused Associate Financial Planner to join our Brisbane team. We are a boutique financial planning firm known for providing holistic,...
Add expected salary to your profile for insights Infocus is a national advisory firm dedicated to empowering advisers with the independence, infrastructure tools, and support they need to grow their businesses. For over 31 years, we’ve combined the scale of a leading organisation with the personal touch of a founder‑led business, always staying true to our values of respect, integrity, and...
A leading financial advice firm based in Brisbane CBD is seeking an experienced paraplanner to join their dynamic team. The successful candidate will support financial advisers in delivering holistic financial solutions to affluent clients, working closely with experienced professionals in a positive team culture. Major responsibilities include reviewing strategies, generating required documents,...
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...
About the role Join a close-knit, high-performing advice team supporting experienced advisers and their loyal client base. You'll play a hands-on role across paraplanning and client support, working closely with the advisers and associate team. Key responsibilities Produce SOAs and ROAs (approx. 1 SOA per week) Complete research and financial modelling Manage and liaise with an offshore...
A leading financial advice firm based in Brisbane CBD is seeking an experienced paraplanner to join their dynamic team. The successful candidate will support financial advisers in delivering holistic financial solutions to affluent clients, working closely with experienced professionals in a positive team culture. Major responsibilities include reviewing strategies, generating required documents,...
An established industry player is seeking a Head of Paraplanning to lead their growing team in Brisbane. This is an exciting opportunity for an experienced paraplanner to step into a senior management role, overseeing a dynamic team and ensuring compliance in financial planning. With a fun, social team culture and the benefit of a half-day every Friday, this role offers a perfect blend of...