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 company located in Sydney is seeking a Senior Paraplanner to deliver quality paraplanning services and strategic advice support. The ideal candidate will have a minimum of 5 years of experience, proficiency in XPLAN software, and the ability to work effectively within a team. Responsibilities include collaborating with Advisers, generating tailored advice, and...
Overview Capital Haus is a specialist private wealth management firm advising successful individuals, families and business owners. We operate in a high-performance advisory environment where technical excellence, precision and client outcomes are paramount. As our business continues to scale, we are seeking an experienced Paraplanner to join our Sydney CBD head office and play a critical role...
Padua Solutions is a Software & Services firm specialising in supporting financial advisers, practices and licensees in providing high‑quality financial advice. Padua was founded in late 2013 by siblings Anne‑Marie and Matthew Esler. Padua is focussed on solving four of the financial advice industry’s key challenges – time, cost, quality and trust. Padua’s purpose is: “We create more value” and...
Paraplanning Specialist – Strategy-First Thinker Wanted Are you obsessed with strategy? Love pulling apart the "what ifs"? Thrive in a high-energy, collaborative environment where the client's goals drive everything? Welcome to Burcheart – Sydney's Award-Winning Holistic Financial Planning Practice , where we don't just follow the rules; we rewrite them to build better lives for our clients....
Strategic Paraplanner - Sydney/ Melbourne/ Brisbane/ Adelaide 2 days ago Be among the first 25 applicants Sydney, Melbourne, Brisbane or Adelaide Location About The Role: 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...
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...
- Boutique Investment Firm - HNW Private Clients - Portfolio Management - Circa $1B FUA - Support 2-3 Senior Advisers - Pathway to full Advice role - Package circa $70-90k + Super Are you currently an Investment Adviser Associate, Paraplanner or Client Service Associate looking to progress to an Advice role? Manly based independent AFSL Investment Advice specialist firm with a focus...
- National Insurance Specialist - High Volume Team Environment - Lead & Mentor Demonstrate your insurance expertise as the Principal Insurance Adviser with this Blue Chip organisation. Drive and lead a team of service focussed professionals delivering great client experience and outcomes. Get your career in Risk advice in the fast lane. Leverage your technical expertise and commercial acumen...
A financial planning practice in Sydney is seeking an experienced Financial Adviser to join a high-performing team. The ideal candidate will have at least 3 years of client-facing advisory experience and a strong track record in providing client-centric advice. You will focus on advising clients and building relationships, supported by dedicated paraplanners and staff. The role offers over $200K...
Financial Adviser – Grow Your Career With Full Admin Support & a Clear Path to Equity + $200K OTE The Business We’re a well‑established boutique financial planning practice based in Sydney, operating under our own AFSL. With deep expertise across financial planning and lending, we deliver fully integrated wealth solutions tailored to every client. Our reputation is built on genuine...
Overview Our Transformation and Business enablement team are a key function within the wider Wealth Management business supporting our Private Bank. Our team is focused on driving continuous improvement across our advice lifecycle by delivering digital, data and AI transformation for bankers, advice services teams, product, and our leadership team. At Macquarie, our advantage is bringing...
A financial services company is looking for a mid-senior level paraplanner to prepare high-quality Statement of Advice documents. The ideal candidate will have extensive experience in financial planning, including using financial planning software like XPlan. This role is offered on a full-time basis, and aims to enhance team efficiency through collaboration with technology resources. The...
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 private wealth management firm in Sydney is seeking an experienced Paraplanner to support Private Wealth advisers. The role focuses on translating complex client objectives into compliant financial advice. Ideal candidates will have a Bachelor's degree, RG146 compliance, and 2 years of paraplanning experience. The firm values technical quality and offers a competitive salary, modern offices,...
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 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...
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...
A private wealth management firm in Sydney is seeking an experienced Paraplanner to support Private Wealth advisers. The role focuses on translating complex client objectives into compliant financial advice. Ideal candidates will have a Bachelor's degree, RG146 compliance, and 2 years of paraplanning experience. The firm values technical quality and offers a competitive salary, modern offices,...
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...