A premier wealth management firm located in Australia is seeking a Paraplanner to join their expanding team in Adelaide. The ideal candidate will have over 2 years of experience and be proficient in Xplan, focusing on strategic client advice while being supported by a strong administrative team. The position offers opportunities for professional development and a collaborative work culture,...
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...
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...
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 professional services firm in Australia is looking for an experienced Senior Paraplanner to join their collaborative team. In this role, you will prepare high-quality financial advice documents and conduct detailed strategy research. Strong technical skills and a client-focused approach are essential, alongside experience with Xplan. This supportive environment values professionalism and...
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...
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...
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...
About The Company Our client is a premier wealth management firm with a strong national presence and a rapidly expanding office in the Adelaide CBD. With the local team having doubled in size over the last six months, they offer the stability of a large firm with the energy and close-knit culture of a boutique office. About The Role Joining an experienced and fun team, your primary objective...
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...
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...
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...
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 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,...
A premier wealth management firm located in Australia is seeking a Paraplanner to join their expanding team in Adelaide. The ideal candidate will have over 2 years of experience and be proficient in Xplan, focusing on strategic client advice while being supported by a strong administrative team. The position offers opportunities for professional development and a collaborative work culture,...
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...
About The Company Our client is a premier wealth management firm with a strong national presence and a rapidly expanding office in the Adelaide CBD. With the local team having doubled in size over the last six months, they offer the stability of a large firm with the energy and close-knit culture of a boutique office. About The Role Joining an experienced and fun team, your primary objective...
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,...
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...